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Consolidated Planning Corp
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 39,168 | 6,149 | 5,693,818,000 | 1,266,016,000 | $145,369.13 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 33,019 | 1,663 | 4,427,802,000 | 4,424,525,000 | $134,098.61 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 31,356 | -117 | 3,277,000 | -267,000 | $104.51 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 31,473 | 27,287 | 3,544,000 | 2,973,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 4,186 | 59 | 571,000 | -83,000 | $136.41 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 4,127 | 0 | 654,000 | -22,000 | $158.47 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 4,127 | -24 | 676,000 | 31,000 | $163.80 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 4,151 | 17 | 645,000 | 16,000 | $155.38 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 4,134 | -193 | 629,000 | 80,000 | $152.15 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 4,327 | 1,238 | 549,000 | 252,000 | $126.88 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 3,089 | 278 | 297,000 | 33,000 | $96.15 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 2,811 | -79 | 264,000 | 4,000 | $93.92 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 2,890 | 2,890 | 260,000 | 260,000 | $89.97 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 2,749 | 2,749 | 383,000 | 383,000 | $139.32 |
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