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PERSONAL CFO SOLUTIONS, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 10,930 | 1,450 | 1,589,729,000 | 354,391,000 | $145,446.39 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 9,480 | 131 | 1,235,338,000 | -18,312,000 | $130,309.92 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 9,349 | 725 | 1,253,650,000 | 1,252,749,000 | $134,094.56 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 8,624 | -693 | 901,000 | -148,000 | $104.48 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 9,317 | 897 | 1,049,000 | -99,000 | $112.59 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 8,420 | 830 | 1,148,000 | -54,000 | $136.34 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 7,590 | 522 | 1,202,000 | 45,000 | $158.37 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 7,068 | 92 | 1,157,000 | 72,000 | $163.70 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 6,976 | -251 | 1,085,000 | -15,000 | $155.53 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 7,227 | 246 | 1,100,000 | 213,000 | $152.21 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 6,981 | 36 | 887,000 | 886,000 | $127.06 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 6,945 | 99 | 1,000 | -643,000 | $0.14 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 6,846 | -155 | 644,000 | 14,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 7,001 | -6 | 630,000 | -347,000 | $89.99 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 7,007 | -26 | 977,000 | 149,000 | $139.43 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 7,033 | 7,033 | 828,000 | 828,000 | $117.73 |
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