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> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 113,585 | -337,679 | 16,519,802,000 | -42,284,410,000 | $145,440.00 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 451,264 | -344,198 | 58,804,212,000 | 58,721,086,000 | $130,310.00 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 795,462 | 108,334 | 83,126,000 | 5,749,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 687,128 | 687,128 | 77,377,000 | 77,377,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 0 | -322,724 | 0 | -51,103,000 | |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 322,724 | 320,360 | 51,103,000 | 50,716,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 2,364 | 2,364 | 387,000 | 387,000 | $163.71 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 0 | -15,300 | 0 | -1,944,000 | |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 15,300 | -362,866 | 1,944,000 | -34,462,000 | $127.06 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 378,166 | -355,778 | 36,406,000 | -32,629,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 733,944 | 681,398 | 69,035,000 | 64,304,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 52,546 | 52,546 | 4,731,000 | 4,731,000 | $90.04 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 0 | -14,448 | 0 | -1,615,000 | |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 14,448 | -92,066 | 1,615,000 | -9,167,000 | $111.78 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 106,514 | 106,514 | 10,782,000 | 10,782,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 0 | -88,199 | 0 | -9,952,000 | |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 88,199 | 88,199 | 9,952,000 | 9,952,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 0 | -38,170 | 0 | -4,197,000 | |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 38,170 | 38,170 | 4,197,000 | 4,197,000 | $109.96 |
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