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TruWealth Advisors, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | JPMORGAN CHASE & CO | JPM | 125,558 | 1,921 | 18,208,417,000 | 226,663,000 | $145,019.97 |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 123,637 | 6,583 | 17,981,754,000 | 2,284,814,000 | $145,439.91 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 117,054 | 10,183 | 15,696,940,000 | 15,684,905,000 | $134,099.99 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 106,871 | 8,332 | 12,035,000 | -1,398,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 98,539 | 6,568 | 13,433,000 | -1,622,000 | $136.32 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 91,971 | 1,905 | 15,055,000 | 1,046,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 90,066 | 90,066 | 14,009,000 | 14,009,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 85,854 | 85,854 | 13,070,000 | 13,070,000 | $152.24 |
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