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West Financial Advisors, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | JPMORGAN CHASE & CO | JPM | 70 | 70 | 10,152,000 | 10,152,000 | $145,028.57 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 0 | -750 | 0 | -78,000 | |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 750 | 0 | 78,000 | -6,000 | $104.00 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 750 | -41 | 84,000 | -24,000 | $112.00 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 791 | 41 | 108,000 | -11,000 | $136.54 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 750 | 0 | 119,000 | -4,000 | $158.67 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 750 | 0 | 123,000 | 9,000 | $164.00 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 750 | 0 | 117,000 | 3,000 | $156.00 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 750 | 0 | 114,000 | 19,000 | $152.00 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 750 | 750 | 95,000 | 95,000 | $126.67 |
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