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Live Oak Private Wealth LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 64,111 | 205 | 9,324,237,000 | 996,588,000 | $145,438.96 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 63,906 | 6,648 | 8,327,649,000 | 8,321,201,000 | $130,310.91 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 57,258 | 2,746 | 6,448,000 | -983,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 54,512 | 5,204 | 7,431,000 | -377,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 49,308 | 351 | 7,808,000 | -206,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 48,957 | 6,193 | 8,014,000 | 1,362,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 42,764 | 1,268 | 6,652,000 | 335,000 | $155.55 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 41,496 | 1,933 | 6,317,000 | 1,290,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 39,563 | 1,724 | 5,027,000 | 1,384,000 | $127.06 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 37,839 | 983 | 3,643,000 | 176,000 | $96.28 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 36,856 | 28,623 | 3,467,000 | 2,726,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 8,233 | 987 | 741,000 | -269,000 | $90.00 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 7,246 | 7,246 | 1,010,000 | 1,010,000 | $139.39 |
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