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SWS Partners
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 23,253 | -1,379 | 3,378,022,000 | 168,248,000 | $145,272.52 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 24,632 | 400 | 3,209,774,000 | 3,206,525,000 | $130,309.11 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 24,232 | -372 | 3,249,000 | 678,000 | $134.08 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 24,604 | 568 | 2,571,000 | -136,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 24,036 | -747 | 2,707,000 | -683,000 | $112.62 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 24,783 | 2,969 | 3,390,000 | -64,000 | $136.79 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 21,814 | 4,082 | 3,454,000 | 551,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 17,732 | -4,807 | 2,903,000 | -528,000 | $163.72 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 22,539 | 1,183 | 3,431,000 | 717,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 21,356 | -747 | 2,714,000 | 586,000 | $127.08 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 22,103 | 8,867 | 2,128,000 | 849,000 | $96.28 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 13,236 | 7,086 | 1,279,000 | 725,000 | $96.63 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 6,150 | -90 | 554,000 | -253,000 | $90.08 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 6,240 | -1,034 | 807,000 | -27,000 | $129.33 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 7,274 | -236 | 834,000 | 101,000 | $114.65 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 7,510 | -33 | 733,000 | -118,000 | $97.60 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 7,543 | 1 | 851,000 | 65,000 | $112.82 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 7,542 | 27 | 786,000 | -24,000 | $104.22 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 7,515 | 107 | 810,000 | 18,000 | $107.78 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 7,408 | 7,408 | 792,000 | 792,000 | $106.91 |
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