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Wharton Business Group, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 183,525 | 1,135 | 26,692,000 | 7,632,000 | $145.44 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 182,390 | 1,546 | 19,060,000 | -1,305,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 180,844 | 7,781 | 20,365,000 | -3,227,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 173,063 | 1,167 | 23,592,000 | -3,628,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 171,896 | 4,435 | 27,220,000 | -192,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 167,461 | 9,640 | 27,412,000 | 2,865,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 157,821 | 4,034 | 24,547,000 | 1,136,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 153,787 | 1,828 | 23,411,000 | 4,102,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 151,959 | 1,625 | 19,309,000 | 4,836,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 150,334 | 25,452 | 14,473,000 | 2,727,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 124,882 | 12,300 | 11,746,000 | 1,610,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 112,582 | 23,662 | 10,136,000 | -2,259,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 88,920 | 2,015 | 12,395,000 | 2,167,000 | $139.39 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 86,905 | -46 | 10,228,000 | 507,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 86,951 | 235 | 9,721,000 | 943,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 86,716 | 210 | 8,778,000 | 333,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 86,506 | 19,670 | 8,445,000 | 903,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 66,836 | -41 | 7,542,000 | 573,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 66,877 | 143 | 6,969,000 | -370,000 | $104.21 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 66,734 | -313 | 7,339,000 | 197,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 67,047 | 0 | 7,142,000 | 738,000 | $106.52 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 67,047 | 36 | 6,404,000 | 279,000 | $95.52 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 67,011 | 67,011 | 6,125,000 | 6,125,000 | $91.40 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 0 | -26,168 | 0 | -1,151,000 | |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 0 | -26,168 | 0 | -1,151,000 | |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 0 | -26,168 | 0 | -1,151,000 | |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 0 | -26,168 | 0 | -1,151,000 | |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 0 | -26,168 | 0 | -1,151,000 | |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 0 | -26,168 | 0 | -1,151,000 | |
| 06/30/2013 | JPMORGAN CHASE & CO | JPM | 0 | -22,738 | 0 | -1,079,000 | |
| 03/31/2013 | JPMORGAN CHASE & CO | JPM | 22,738 | -3,430 | 1,079,000 | -72,000 | $47.45 |
| 12/31/2012 | JPMORGAN CHASE & CO | JPM | 26,168 | 0 | 1,151,000 | 92,000 | $43.99 |
| 12/31/2012 | JPMORGAN CHASE & CO | JPM | 26,168 | 0 | 1,151,000 | 92,000 | $43.99 |
| 09/30/2012 | JPMORGAN CHASE & CO | JPM | 26,168 | -8,065 | 1,059,000 | -164,000 | $40.47 |
| 06/30/2012 | JPMORGAN CHASE & CO | JPM | 34,233 | -37,125 | 1,223,000 | -2,058,000 | $35.73 |
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