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Planning Center, Inc.
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 4,584 | 136 | 666,745,000 | 666,247,000 | $145,450.48 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 4,448 | 34 | 498,000 | -104,000 | $111.96 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 4,414 | 4,414 | 602,000 | 602,000 | $136.38 |
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