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Kiwi Wealth Investments Limited Partnership
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 123,816 | -32,925 | 16,603,726,000 | -1,046,878,000 | $134,100.00 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 156,741 | 0 | 17,650,604,000 | 0 | $112,610.00 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 156,741 | 82,823 | 17,650,604,000 | 17,640,527,000 | $112,610.00 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 73,918 | -86,229 | 10,077,000 | -15,282,000 | $136.33 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 160,147 | 39,200 | 25,359,000 | 6,547,000 | $158.35 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 120,947 | 7,503 | 18,812,000 | 1,542,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 113,444 | -12,857 | 17,270,000 | 1,221,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 126,301 | -15,891 | 16,049,000 | 2,360,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 142,192 | -29,632 | 13,689,000 | -2,473,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 171,824 | 19,955 | 16,162,000 | 2,489,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 151,869 | -79,092 | 13,673,000 | -18,523,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 230,961 | 42,924 | 32,196,000 | 10,066,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 188,037 | 16,856 | 22,130,000 | 2,992,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 171,181 | 26,439 | 19,138,000 | 4,486,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 144,742 | -1,488 | 14,652,000 | 377,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 146,230 | -21,599 | 14,275,000 | -4,663,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 167,829 | -1,586 | 18,938,000 | 1,285,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 169,415 | 47,338 | 17,653,000 | 4,228,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 122,077 | -9,242 | 13,425,000 | -618,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 131,319 | -110,907 | 14,043,000 | -9,092,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 242,226 | 17,083 | 23,135,000 | 2,557,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 225,143 | -1,914 | 20,578,000 | 633,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 227,057 | -21,411 | 19,945,000 | -1,495,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 248,468 | 143,110 | 21,440,000 | 14,424,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 105,358 | -157,653 | 7,016,000 | -9,328,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 263,011 | 59,298 | 16,344,000 | 4,280,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 203,713 | -172,031 | 12,064,000 | -12,747,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 375,744 | 71,733 | 24,811,000 | 6,276,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 304,011 | 55,228 | 18,535,000 | 1,677,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 248,783 | 25,704 | 16,858,000 | 3,344,000 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 223,079 | -112,017 | 13,514,000 | -7,456,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 335,096 | -75,702 | 20,970,000 | -3,776,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 410,798 | 12,871 | 24,746,000 | 1,817,000 | $60.24 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 397,927 | 1,074 | 22,929,000 | -1,164,000 | $57.62 |
| 03/31/2014 | JPMORGAN CHASE & CO | JPM | 396,853 | 89,034 | 24,093,000 | 8,182,000 | $60.71 |
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