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Financial Advisory Group
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 3,614 | -92 | 525,638,000 | 42,763,000 | $145,444.94 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 3,706 | 630 | 482,875,000 | 482,463,000 | $130,295.47 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 3,076 | -840 | 412,000 | 3,000 | $133.94 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 3,916 | 12 | 409,000 | -31,000 | $104.44 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 3,904 | 209 | 440,000 | -64,000 | $112.70 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 3,695 | 1,593 | 504,000 | 160,000 | $136.40 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 2,102 | 495 | 344,000 | 99,000 | $163.65 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 1,607 | -478 | 245,000 | -20,000 | $152.46 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 2,085 | 2,085 | 265,000 | 265,000 | $127.10 |
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