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Marcum Wealth, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | JPMORGAN CHASE & CO | JPM | 35,192 | -169 | 5,103,527,000 | -39,350,000 | $145,019.52 |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 35,361 | 2,745 | 5,142,877,000 | 5,139,469,000 | $145,439.24 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 32,616 | 1,094 | 3,408,000 | -142,000 | $104.49 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 31,522 | 1,822 | 3,550,000 | -499,000 | $112.62 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 29,700 | -675 | 4,049,000 | -761,000 | $136.33 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 30,375 | 745 | 4,810,000 | -40,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 29,630 | -4,381 | 4,850,000 | -440,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 34,011 | 414 | 5,290,000 | 175,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 33,597 | 11,899 | 5,115,000 | 2,358,000 | $152.25 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 21,698 | 6,075 | 2,757,000 | 1,253,000 | $127.06 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 15,623 | 7,151 | 1,504,000 | 707,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 8,472 | 959 | 797,000 | 121,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 7,513 | 524 | 676,000 | -298,000 | $89.98 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 6,989 | 6,989 | 974,000 | 974,000 | $139.36 |
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