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Patriot Financial Group Insurance Agency, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 21,617 | 6,592 | 3,143,937,000 | 3,142,367,000 | $145,438.17 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 15,025 | 4,415 | 1,570,000 | 375,000 | $104.49 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 10,610 | 701 | 1,195,000 | -156,000 | $112.63 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 9,909 | -3,198 | 1,351,000 | -794,000 | $136.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 13,107 | 1,133 | 2,145,000 | 283,000 | $163.65 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 11,974 | -1,440 | 1,862,000 | 157,000 | $155.50 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 13,414 | 3,045 | 1,705,000 | 707,000 | $127.11 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 10,369 | 231 | 998,000 | 44,000 | $96.25 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 10,138 | -6,690 | 954,000 | -561,000 | $94.10 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 16,828 | 1,429 | 1,515,000 | -632,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 15,399 | 526 | 2,147,000 | 397,000 | $139.42 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 14,873 | 935 | 1,750,000 | 164,000 | $117.66 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 13,938 | 2,095 | 1,586,000 | 387,000 | $113.79 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 11,843 | 2,716 | 1,199,000 | 308,000 | $101.24 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 9,127 | 2,797 | 891,000 | 177,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 6,330 | 3,007 | 714,000 | 368,000 | $112.80 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 3,323 | -4,279 | 346,000 | -474,000 | $104.12 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 7,602 | 756 | 820,000 | 75,000 | $107.87 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 6,846 | 813 | 745,000 | 163,000 | $108.82 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 6,033 | 3,441 | 582,000 | 340,000 | $96.47 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 2,592 | 2,592 | 242,000 | 242,000 | $93.36 |
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