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GoalVest Advisory LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | JPMORGAN CHASE & CO | JPM | 2,260 | 151 | 327,697,000 | 53,239,000 | $144,998.67 |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 2,109 | 802 | 274,458,000 | 99,189,000 | $130,136.56 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 2,109 | 802 | 274,775,000 | 99,506,000 | $130,286.87 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 1,307 | 0 | 175,269,000 | 175,132,000 | $134,100.23 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 1,307 | -9,678 | 137,000 | -1,100,000 | $104.82 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 10,985 | -466 | 1,237,000 | -324,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 11,451 | 1,415 | 1,561,000 | 0 | $136.32 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 10,036 | 2,159 | 1,561,000 | 362,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 7,877 | -590 | 1,199,000 | 123,000 | $152.22 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 8,467 | 8,467 | 1,076,000 | 1,076,000 | $127.08 |
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