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KARPAS STRATEGIES, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 21,321 | -287 | 3,100,875,000 | 203,202,000 | $145,437.60 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 21,608 | 151 | 2,897,673,000 | 2,895,257,000 | $134,101.86 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 21,457 | 268 | 2,416,000 | -472,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 21,189 | 462 | 2,888,000 | -394,000 | $136.30 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 20,727 | 5,606 | 3,282,000 | 930,000 | $158.34 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 15,121 | -362 | 2,352,000 | 385,000 | $155.55 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 15,483 | 25 | 1,967,000 | 479,000 | $127.04 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 15,458 | 28 | 1,488,000 | 37,000 | $96.26 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 15,430 | 28 | 1,451,000 | 64,000 | $94.04 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 15,402 | 19 | 1,387,000 | -757,000 | $90.05 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 15,383 | 21 | 2,144,000 | 336,000 | $139.37 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 15,362 | 19 | 1,808,000 | 93,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 15,343 | 20 | 1,715,000 | 164,000 | $111.78 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 15,323 | -56 | 1,551,000 | 50,000 | $101.22 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 15,379 | 21 | 1,501,000 | -232,000 | $97.60 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 15,358 | 13 | 1,733,000 | 134,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 15,345 | 15 | 1,599,000 | -87,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 15,330 | -87 | 1,686,000 | 37,000 | $109.98 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 15,417 | 15 | 1,649,000 | 178,000 | $106.96 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 15,402 | 15 | 1,471,000 | 65,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 15,387 | 15 | 1,406,000 | 56,000 | $91.38 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 15,372 | 15 | 1,350,000 | 25,000 | $87.82 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 15,357 | 19 | 1,325,000 | 304,000 | $86.28 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 15,338 | 20 | 1,021,000 | 69,000 | $66.57 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 15,318 | 18 | 952,000 | 46,000 | $62.15 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 15,300 | 175 | 906,000 | 124,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 15,279 | 154 | 1,009,000 | 227,000 | $66.04 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 15,262 | 17 | 931,000 | -102,000 | $61.00 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 15,245 | 16 | 1,033,000 | 110,000 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 15,229 | 18 | 923,000 | -29,000 | $60.61 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 15,211 | 17 | 952,000 | 37,000 | $62.59 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 15,194 | 17 | 915,000 | 41,000 | $60.22 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 15,177 | 17 | 874,000 | -46,000 | $57.59 |
| 03/31/2014 | JPMORGAN CHASE & CO | JPM | 15,160 | 17 | 920,000 | 34,000 | $60.69 |
| 12/31/2013 | JPMORGAN CHASE & CO | JPM | 15,143 | 18 | 886,000 | 104,000 | $58.51 |
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