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> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 758,256 | 14,279 | 110,280,752,000 | 13,333,110,000 | $145,440.00 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 743,977 | 212,602 | 96,947,642,000 | 96,892,113,000 | $130,310.00 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 531,375 | 59,361 | 55,529,000 | 2,376,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 472,014 | -12,000 | 53,153,000 | -12,828,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 484,014 | 12,000 | 65,981,000 | -8,762,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 472,014 | -36,894 | 74,743,000 | -8,560,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 508,908 | 508,908 | 83,303,000 | 83,303,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 0 | -657,408 | 0 | -100,077,000 | |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 657,408 | 20,500 | 100,077,000 | 19,145,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 636,908 | 97,000 | 80,932,000 | 28,955,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 539,908 | -200,000 | 51,977,000 | -17,619,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 739,908 | 302,000 | 69,596,000 | 30,171,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 437,908 | 231,889 | 39,425,000 | 10,706,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 206,019 | -45,323 | 28,719,000 | -861,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 251,342 | -4,689 | 29,580,000 | 956,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 256,031 | 6,589 | 28,624,000 | 3,373,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 249,442 | 12,031 | 25,251,000 | 2,075,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 237,411 | 4,139 | 23,176,000 | -3,146,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 233,272 | -67,932 | 26,322,000 | -5,063,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 301,204 | 49,234 | 31,385,000 | 3,676,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 251,970 | -1,190 | 27,709,000 | 636,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 253,160 | -12,950 | 27,073,000 | 1,657,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 266,110 | 1,640 | 25,416,000 | 1,243,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 264,470 | 1,970 | 24,173,000 | 1,522,000 | $91.40 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 262,500 | -12,812 | 22,651,000 | 4,318,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 275,312 | -36,937 | 18,333,000 | -1,070,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 312,249 | -41,152 | 19,403,000 | -2,441,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 353,401 | 353,401 | 21,844,000 | 21,844,000 | $61.81 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 240,259 | 240,259 | 15,864,000 | 15,864,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 236,711 | 236,711 | 14,432,000 | 14,432,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 262,557 | 262,557 | 17,791,000 | 17,791,000 | $67.76 |
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