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ENCOMPASS WEALTH ADVISORS, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 2,184 | -221 | 317,713,000 | -4,750,000 | $145,472.99 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 2,405 | 186 | 322,463,000 | 322,213,000 | $134,080.25 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 2,219 | -356 | 250,000 | -101,000 | $112.66 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 2,575 | 92 | 351,000 | -42,000 | $136.31 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 2,483 | 2 | 393,000 | -13,000 | $158.28 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 2,481 | 1 | 406,000 | 21,000 | $163.64 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 2,480 | 0 | 385,000 | 0 | $155.24 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 2,480 | -166 | 385,000 | 49,000 | $155.24 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 2,646 | 2,646 | 336,000 | 336,000 | $126.98 |
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