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Soltis Investment Advisors LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 59,696 | 19,331 | 8,682,129,000 | 8,677,911,000 | $145,439.04 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 40,365 | 8,786 | 4,218,000 | 662,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 31,579 | 6,215 | 3,556,000 | 98,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 25,364 | 5,212 | 3,458,000 | 267,000 | $136.33 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 20,152 | 1,178 | 3,191,000 | 85,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 18,974 | 809 | 3,106,000 | 281,000 | $163.70 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 18,165 | 1,721 | 2,825,000 | 322,000 | $155.52 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 16,444 | 1,236 | 2,503,000 | 570,000 | $152.21 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 15,208 | 2,793 | 1,933,000 | 738,000 | $127.10 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 12,415 | 2,676 | 1,195,000 | 279,000 | $96.25 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 9,739 | 3,666 | 916,000 | 369,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 6,073 | 936 | 547,000 | -169,000 | $90.07 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 5,137 | 5,137 | 716,000 | 716,000 | $139.38 |
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