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SAX WEALTH ADVISORS, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 4,270 | -149 | 556,375,000 | 555,913,000 | $130,298.59 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 4,419 | -22 | 462,000 | -38,000 | $104.55 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 4,441 | -644 | 500,000 | -193,000 | $112.59 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 4,485 | -598 | 611,000 | -194,000 | $136.23 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 5,083 | 144 | 805,000 | -3,000 | $158.37 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 4,939 | -36 | 808,000 | 34,000 | $163.60 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 4,975 | 60 | 774,000 | 26,000 | $155.58 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 4,915 | 106 | 748,000 | 137,000 | $152.19 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 4,809 | 4,809 | 611,000 | 611,000 | $127.05 |
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