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Clearwater Capital Advisors, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 1,421 | 1,421 | 206,671,000 | 206,671,000 | $145,440.53 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 0 | -1,685 | 0 | -225,958,000 | |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 1,685 | 1,685 | 225,958,000 | 225,958,000 | $134,099.70 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 0 | -1,635 | 0 | -223,000 | |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 1,635 | -75 | 223,000 | -48,000 | $136.39 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 1,710 | -344 | 271,000 | -65,000 | $158.48 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 2,054 | -18 | 336,000 | 14,000 | $163.58 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 2,072 | -148 | 322,000 | 40,000 | $155.41 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 2,220 | -496 | 282,000 | 21,000 | $127.03 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 2,716 | 0 | 261,000 | 6,000 | $96.10 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 2,716 | -330 | 255,000 | -19,000 | $93.89 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 3,046 | -1,037 | 274,000 | -295,000 | $89.95 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 4,083 | -160 | 569,000 | 70,000 | $139.36 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 4,243 | -1,086 | 499,000 | -97,000 | $117.61 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 5,329 | -1,026 | 596,000 | -47,000 | $111.84 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 6,355 | -770 | 643,000 | -53,000 | $101.18 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 7,125 | 1,295 | 696,000 | 38,000 | $97.68 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 5,830 | 612 | 658,000 | 114,000 | $112.86 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 5,218 | 0 | 544,000 | -30,000 | $104.25 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 5,218 | 0 | 574,000 | 16,000 | $110.00 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 5,218 | -185 | 558,000 | 37,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 5,403 | 366 | 521,000 | 52,000 | $96.43 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 5,037 | -60 | 469,000 | 30,000 | $93.11 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 5,097 | -190 | 439,000 | -22,000 | $86.13 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 5,287 | 146 | 461,000 | 119,000 | $87.20 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 5,141 | 692 | 342,000 | 74,000 | $66.52 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 4,449 | 4,449 | 268,000 | 268,000 | $60.24 |
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