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UNITED CAPITAL FINANCIAL ADVISERS, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 675,090 | -55,094 | 98,185,158,000 | 267,507,000 | $145,440.10 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 730,184 | -6,102 | 97,917,651,000 | 97,840,709,000 | $134,099.97 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 736,286 | -22,505 | 76,942,000 | -8,505,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 758,791 | 33,954 | 85,447,000 | -13,363,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 724,837 | 1,513 | 98,810,000 | -15,728,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 723,324 | 4,157 | 114,538,000 | 2,679,000 | $158.35 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 719,167 | 2,060 | 111,859,000 | 2,694,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 717,107 | -9,458 | 109,165,000 | 16,840,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 726,565 | -30,961 | 92,325,000 | 19,398,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 757,526 | 23,329 | 72,927,000 | 3,868,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 734,197 | 27,480 | 69,059,000 | 5,433,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 706,717 | -28,316 | 63,626,000 | -38,838,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 735,033 | 32,896 | 102,464,000 | 19,829,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 702,137 | -92,798 | 82,635,000 | -6,239,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 794,935 | 46,014 | 88,874,000 | 13,061,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 748,921 | 29,696 | 75,813,000 | 5,602,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 719,225 | 15,545 | 70,211,000 | -9,192,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 703,680 | 17,597 | 79,403,000 | 7,913,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 686,083 | -6,278 | 71,490,000 | -4,649,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 692,361 | 4,569 | 76,139,000 | 2,002,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 687,792 | 2,697 | 74,137,000 | 8,704,000 | $107.79 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 685,095 | 11,046 | 65,433,000 | 3,825,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 674,049 | 5,839 | 61,608,000 | 2,912,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 668,210 | 668,210 | 58,696,000 | 58,696,000 | $87.84 |
| 06/30/2013 | JPMORGAN CHASE & CO | JPM | 0 | -472,196 | 0 | -22,410,000 | |
| 03/31/2013 | JPMORGAN CHASE & CO | JPM | 472,196 | 96,698 | 22,410,000 | 5,900,000 | $47.46 |
| 12/31/2012 | JPMORGAN CHASE & CO | JPM | 375,498 | 176,862 | 16,510,000 | 8,469,000 | $43.97 |
| 09/30/2012 | JPMORGAN CHASE & CO | JPM | 198,636 | 6,095 | 8,041,000 | 1,162,000 | $40.48 |
| 06/30/2012 | JPMORGAN CHASE & CO | JPM | 192,541 | 4,297 | 6,879,000 | -1,776,000 | $35.73 |
| 03/31/2012 | JPMORGAN CHASE & CO | JPM | 188,244 | 5,849 | 8,655,000 | 2,590,000 | $45.98 |
| 12/31/2011 | JPMORGAN CHASE & CO | JPM | 182,395 | 11,478 | 6,065,000 | 917,000 | $33.25 |
| 09/30/2011 | JPMORGAN CHASE & CO | JPM | 170,917 | -18,539 | 5,148,000 | -2,608,000 | $30.12 |
| 06/30/2011 | JPMORGAN CHASE & CO | JPM | 189,456 | -33,108 | 7,756,000 | -2,504,000 | $40.94 |
| 03/31/2011 | JPMORGAN CHASE & CO | JPM | 222,564 | 181,479 | 10,260,000 | 8,517,000 | $46.10 |
| 12/31/2010 | JPMORGAN CHASE & CO | JPM | 41,085 | -17,346 | 1,743,000 | -481,000 | $42.42 |
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