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West Oak Capital, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | JPMORGAN CHASE & CO | JPM | 22,002 | 610 | 3,191,000 | -3,108,061,000 | $145.03 |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 21,392 | -2,115 | 3,111,252,000 | 3,108,796,000 | $145,439.98 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 23,507 | 762 | 2,456,000 | -105,000 | $104.48 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 22,745 | -267 | 2,561,000 | -576,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 23,012 | -1,445 | 3,137,000 | -866,000 | $136.32 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 24,457 | -55 | 4,003,000 | 190,000 | $163.68 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 24,512 | -655 | 3,813,000 | 615,000 | $155.56 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 25,167 | 990 | 3,198,000 | 870,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 24,177 | -670 | 2,328,000 | -9,000 | $96.29 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 24,847 | 890 | 2,337,000 | 180,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 23,957 | 1,108 | 2,157,000 | -1,028,000 | $90.04 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 22,849 | -1,550 | 3,185,000 | 313,000 | $139.39 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 24,399 | 95 | 2,872,000 | 155,000 | $117.71 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 24,304 | 330 | 2,717,000 | 290,000 | $111.79 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 23,974 | -430 | 2,427,000 | 44,682 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 24,404 | 70 | 2,382,318 | -363,531 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 24,334 | 270 | 2,745,849 | 238,380 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 24,064 | -665 | 2,507,469 | -2,716,940,531 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 24,729 | -1,730 | 2,719,448,000 | 2,716,618,475 | $109,969.99 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 26,459 | -806 | 2,829,525 | 225,445 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 27,265 | -1,440 | 2,604,080 | -19,557 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 28,705 | 95 | 2,623,637 | 110,535 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 28,610 | -2,200 | 2,513,102 | -145,493 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 30,810 | -1,484 | 2,658,595 | -2,147,798,405 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 32,294 | 1,049 | 2,150,457 | -1,939,413,543 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 31,245 | -590 | 1,941,564 | -1,883,327,436 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 31,835 | -170 | 1,885,269,000 | -228,021,000 | $59,220.01 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 32,005 | 530 | 2,113,290 | -1,916,917,710 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 31,475 | 325 | 1,919,031 | -2,108,804,969 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 31,150 | -748 | 2,110,724 | 178,343 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 31,898 | 55 | 1,932,381 | -60,354 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 0 | -31,390 | 0 | -1,890,934,000 | |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 31,843 | 453 | 1,992,735 | -1,888,941,265 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 31,390 | -165 | 1,890,934 | -1,816,308,066 | $60.24 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 31,555 | -170 | 1,818,199 | -1,924,206,801 | $57.62 |
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