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Steel Peak Wealth Management LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 137,959 | 12,487 | 18,500,355,000 | 18,486,226,000 | $134,100.38 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 125,472 | 82,342 | 14,129,000 | 8,249,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 43,130 | -26,902 | 5,880,000 | -5,210,000 | $136.33 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 70,032 | -15,517 | 11,090,000 | -2,914,000 | $158.36 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 85,549 | 7,501 | 14,004,000 | 1,864,000 | $163.70 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 78,048 | -8,592 | 12,140,000 | -1,049,000 | $155.55 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 86,640 | 4,935 | 13,189,000 | 2,807,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 81,705 | 3,416 | 10,382,000 | 2,845,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 78,289 | 4,287 | 7,537,000 | 576,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 74,002 | -8,566 | 6,961,000 | -473,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 82,568 | 14,495 | 7,434,000 | -2,055,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 68,073 | 68,073 | 9,489,000 | 9,489,000 | $139.39 |
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