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Mosaic Family Wealth, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 4,741 | -790 | 751,000 | -154,000 | $158.41 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 5,531 | 1,320 | 905,000 | 250,000 | $163.62 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 4,211 | 366 | 655,000 | 166,000 | $155.55 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 3,845 | -100 | 489,000 | 109,000 | $127.18 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 3,945 | 230 | 380,000 | 31,000 | $96.32 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 3,715 | 200 | 349,000 | 33,000 | $93.94 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 3,515 | -148 | 316,000 | -195,000 | $89.90 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 3,663 | 125 | 511,000 | 95,000 | $139.50 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 3,538 | -107 | 416,000 | 8,000 | $117.58 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 3,645 | -162 | 408,000 | 23,000 | $111.93 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 3,807 | -100 | 385,000 | 4,000 | $101.13 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 3,907 | 0 | 381,000 | -47,000 | $97.52 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 3,907 | -55 | 428,000 | 15,000 | $109.55 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 3,962 | 62 | 413,000 | -16,000 | $104.24 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 3,900 | 150 | 429,000 | 28,000 | $110.00 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 3,750 | 3,750 | 401,000 | 401,000 | $106.93 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 0 | -3,360 | 0 | -307,000 | |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 3,360 | 0 | 307,000 | 12,000 | $91.37 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 3,360 | 3,360 | 295,000 | 295,000 | $87.80 |
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