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Wellspring Financial Advisors, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 1,628 | -49 | 236,783,000 | 18,247,000 | $145,444.10 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 1,677 | -896 | 218,536,000 | -126,510,000 | $130,313.66 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 2,573 | 2,573 | 345,046,000 | 345,046,000 | $134,102.60 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 0 | -1,966 | 0 | -221,000 | |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 1,966 | -50 | 221,000 | -54,000 | $112.41 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 2,016 | -16 | 275,000 | -47,000 | $136.41 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 2,032 | 127 | 322,000 | 10,000 | $158.46 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 1,905 | 0 | 312,000 | 16,000 | $163.78 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 1,905 | -1,016 | 296,000 | 33,000 | $155.38 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 2,921 | 800 | 263,000 | -5,000 | $90.04 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 2,121 | -298 | 268,000 | 35,000 | $126.36 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 2,419 | -10 | 233,000 | 5,000 | $96.32 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 2,429 | -492 | 228,000 | -35,000 | $93.87 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 2,921 | 2,921 | 263,000 | 263,000 | $90.04 |
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