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Fi3 FINANCIAL ADVISORS, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 5,846 | -88 | 850,235,000 | 54,446,000 | $145,438.76 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 5,934 | 1,425 | 795,789,000 | 795,318,000 | $134,106.67 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 4,509 | 322 | 471,000 | -100,000 | $104.46 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 4,187 | 73 | 571,000 | -80,000 | $136.37 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 4,114 | 367 | 651,000 | 38,000 | $158.24 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 3,747 | 0 | 613,000 | 40,000 | $163.60 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 3,747 | -49 | 573,000 | -5,000 | $152.92 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 3,796 | 3,796 | 578,000 | 578,000 | $152.27 |
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