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Belpointe Asset Management LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 75,640 | 12,370 | 9,856,701,000 | 9,850,088,000 | $130,310.70 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 63,270 | -14,575 | 6,613,000 | -1,997,000 | $104.52 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 77,845 | 28,336 | 8,610,000 | 1,862,000 | $110.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 49,509 | 8,621 | 6,748,000 | 273,000 | $136.30 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 40,888 | 1,508 | 6,475,000 | 316,000 | $158.36 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 39,380 | 2,232 | 6,159,000 | 381,000 | $156.40 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 37,148 | 5,888 | 5,778,000 | 1,020,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 31,260 | -3,065 | 4,758,000 | 397,000 | $152.21 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 34,325 | 554 | 4,361,000 | 1,320,000 | $127.05 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 48,912 | 5,459 | 4,286,000 | 200,000 | $87.63 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 43,453 | 10,564 | 4,086,000 | -499,000 | $94.03 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 33,771 | 882 | 3,041,000 | -1,544,000 | $90.05 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 32,889 | 857 | 4,585,000 | 815,000 | $139.41 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 32,032 | -3,640 | 3,770,000 | -218,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 35,672 | -104 | 3,988,000 | 367,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 35,776 | 1,797 | 3,621,000 | 304,000 | $101.21 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 33,979 | 3,760 | 3,317,000 | -93,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 30,219 | 5,548 | 3,410,000 | 839,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 24,671 | 24,671 | 2,571,000 | 2,571,000 | $104.21 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 18,536 | 18,536 | 2,038,000 | 2,038,000 | $109.95 |
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