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ZACKS INVESTMENT MANAGEMENT
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 1,157,954 | 64,354 | 168,412,865,000 | 21,761,079,000 | $145,440.03 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 1,093,600 | 73,026 | 146,651,786,000 | 146,545,136,000 | $134,100.02 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 1,020,574 | 26,980 | 106,650,000 | -5,239,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 993,594 | 47,624 | 111,889,000 | -17,066,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 945,970 | 142,717 | 128,955,000 | 1,760,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 803,253 | 14,738 | 127,195,000 | -1,877,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 788,515 | 11,205 | 129,072,000 | 8,170,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 777,310 | 1,570 | 120,902,000 | 2,811,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 775,740 | -24,177 | 118,091,000 | 16,446,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 799,917 | 26,883 | 101,645,000 | 27,225,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 773,034 | -8,197 | 74,420,000 | 938,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 781,231 | 17,262 | 73,482,000 | 4,702,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 763,969 | -5,707 | 68,780,000 | -38,513,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 769,676 | -26,152 | 107,293,000 | 13,632,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 795,828 | 19,467 | 93,661,000 | 6,864,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 776,361 | 5,742 | 86,797,000 | 8,787,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 770,619 | -5,091 | 78,010,000 | 2,285,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 775,710 | -69,021 | 75,725,000 | -19,594,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 844,731 | -93,668 | 95,319,000 | -2,462,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 938,399 | -22,658 | 97,781,000 | -7,907,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 961,057 | -138,504 | 105,688,000 | -11,899,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 1,099,561 | 14,378 | 117,587,000 | 13,941,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 1,085,183 | 6,654 | 103,646,000 | 5,068,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 1,078,529 | -12,421 | 98,578,000 | 2,749,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 1,090,950 | 50,392 | 95,829,000 | 6,039,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 1,040,558 | -140,362 | 89,790,000 | 11,153,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 1,180,920 | 148,753 | 78,637,000 | 15,706,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 1,083,207 | 15,339 | 67,311,000 | 4,072,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 1,067,868 | 35,701 | 63,239,000 | 308,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 1,034,534 | 2,367 | 68,310,000 | 5,379,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 1,032,167 | -21,363 | 62,931,000 | -8,456,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 1,053,530 | 25,465 | 71,387,000 | 9,107,000 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 1,028,065 | 231,026 | 62,280,000 | 12,401,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 797,039 | 55,470 | 49,879,000 | 5,220,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 741,569 | 50,179 | 44,659,000 | 4,821,000 | $60.22 |
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