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PROFESSIONAL PLANNING
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 12,889 | -3,169 | 2,109,000 | -388,000 | $163.63 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 16,058 | 877 | 2,497,000 | 186,000 | $155.50 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 15,181 | -1,590 | 2,311,000 | 180,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 16,771 | -1,109 | 2,131,000 | 410,000 | $127.06 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 17,880 | 150 | 1,721,000 | 53,000 | $96.25 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 17,730 | -9,842 | 1,668,000 | -798,000 | $94.08 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 27,572 | -2,469 | 2,466,000 | -1,722,000 | $89.44 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 30,041 | -528 | 4,188,000 | 590,000 | $139.41 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 30,569 | -854 | 3,598,000 | 85,000 | $117.70 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 31,423 | -1,045 | 3,513,000 | 227,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 32,468 | 397 | 3,286,000 | 155,000 | $101.21 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 32,071 | 144 | 3,131,000 | -471,000 | $97.63 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 31,927 | 2,120 | 3,602,000 | 497,000 | $112.82 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 29,807 | 4,432 | 3,105,000 | 314,000 | $104.17 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 25,375 | 1,871 | 2,791,000 | 278,000 | $109.99 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 23,504 | 23,504 | 2,513,000 | 2,513,000 | $106.92 |
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