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> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 14,775,677 | -242,355 | 2,148,971,361,000 | 191,973,965,000 | $145,439.79 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 15,018,032 | -1,701,137 | 1,956,997,396,000 | -285,041,835,000 | $130,309.84 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 16,719,169 | 3,805,200 | 2,242,039,231,000 | 2,240,689,717,000 | $134,099.92 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 12,913,969 | -7,618,792 | 1,349,514,000 | -962,687,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 20,532,761 | -16,078,410 | 2,312,201,000 | -2,678,644,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 36,611,171 | 1,590,742 | 4,990,845,000 | -554,640,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 35,020,429 | -277,873 | 5,545,485,000 | -232,501,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 35,298,302 | -6,963,653 | 5,777,986,000 | -795,434,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 42,261,955 | -3,137,118 | 6,573,420,000 | -337,687,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 45,399,073 | 7,690,849 | 6,911,107,000 | 2,119,527,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 37,708,224 | 14,089,562 | 4,791,580,000 | 2,517,812,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 23,618,662 | 6,914,372 | 2,273,768,000 | 702,563,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 16,704,290 | 3,992,061 | 1,571,205,000 | 426,722,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 12,712,229 | -14,948,902 | 1,144,483,000 | -2,711,479,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 27,661,131 | 1,895,932 | 3,855,962,000 | 823,656,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 25,765,199 | -348,515 | 3,032,306,000 | 112,793,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 26,113,714 | 1,223,566 | 2,919,513,000 | 399,883,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 24,890,148 | -276,336 | 2,519,630,000 | 62,878,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 25,166,484 | 9,747,235 | 2,456,752,000 | 716,844,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 15,419,249 | -6,321,556 | 1,739,908,000 | -525,484,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 21,740,805 | -4,809,097 | 2,265,392,000 | -654,301,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 26,549,902 | -5,212,810 | 2,919,693,000 | -477,011,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 31,762,712 | 180,658 | 3,396,704,000 | 380,302,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 31,582,054 | -132,709 | 3,016,402,000 | 117,673,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 31,714,763 | 765,082 | 2,898,729,000 | 180,109,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 30,949,681 | -457,004 | 2,718,620,000 | 8,537,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 31,406,685 | 17,478,683 | 2,710,083,000 | 1,782,617,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 13,928,002 | 3,699,360 | 927,466,000 | 291,858,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 10,228,642 | 10,228,642 | 635,608,000 | 635,608,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 10,275,000 | 2,996,800 | 608,486,000 | 127,906,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 7,278,200 | -3,041,000 | 480,580,000 | -148,582,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 10,319,200 | -15,279,800 | 629,162,000 | -496,426,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 0 | -25,599,000 | 0 | -1,125,588,000 | |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 6,469,200 | -19,129,800 | 391,904,000 | -733,684,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 7,149,200 | -18,449,800 | 447,397,000 | -678,191,000 | $62.58 |
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