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Aperio Group, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 2,303,565 | 78,148 | 292,714,000 | 78,473,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 2,225,417 | 27,661 | 214,241,000 | 7,520,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 2,197,756 | -166,121 | 206,721,000 | -6,099,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 2,363,877 | -167,894 | 212,820,000 | -140,109,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 2,531,771 | 70,906 | 352,929,000 | 63,310,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 2,460,865 | 47,063 | 289,619,000 | 19,756,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 2,413,802 | 137,399 | 269,863,000 | 39,423,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 2,276,403 | 99,522 | 230,440,000 | 17,933,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 2,176,881 | -31,996 | 212,507,000 | -36,743,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 2,208,877 | 45,307 | 249,250,000 | 23,806,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 2,163,570 | 79,904 | 225,444,000 | -3,697,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 2,083,666 | 98,458 | 229,141,000 | 16,843,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 1,985,208 | 102,462 | 212,298,000 | 32,477,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 1,882,746 | 122,261 | 179,821,000 | 18,913,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 1,760,485 | 165,272 | 160,908,000 | 20,784,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 1,595,213 | 69,795 | 140,123,000 | 8,494,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 1,525,418 | -61,872 | 131,629,000 | 25,932,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 1,587,290 | 127,607 | 105,697,000 | 14,992,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 1,459,683 | 59,832 | 90,705,000 | 7,806,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 1,399,851 | 3,592 | 82,899,000 | -9,296,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 1,396,259 | 732,655 | 92,195,000 | 57,893,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 1,310,199 | 162,277 | 79,883,000 | 2,100,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 1,147,922 | 484,318 | 77,783,000 | 43,481,000 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 1,018,182 | 354,578 | 61,681,000 | 27,379,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 939,685 | 99,727 | 58,805,000 | 8,206,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 839,958 | 176,354 | 50,599,000 | 16,297,000 | $60.24 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 769,499 | -48,487 | 44,339,000 | -5,321,000 | $57.62 |
| 03/31/2014 | JPMORGAN CHASE & CO | JPM | 817,986 | 154,382 | 49,660,000 | 15,358,000 | $60.71 |
| 12/31/2013 | JPMORGAN CHASE & CO | JPM | 731,763 | 68,159 | 42,794,000 | 8,492,000 | $58.48 |
| 09/30/2013 | JPMORGAN CHASE & CO | JPM | 663,604 | 68,014 | 34,302,000 | 2,861,000 | $51.69 |
| 06/30/2013 | JPMORGAN CHASE & CO | JPM | 595,590 | 136,189 | 31,441,000 | 11,242,000 | $52.79 |
| 03/31/2013 | JPMORGAN CHASE & CO | JPM | 500,304 | 40,903 | 23,744,000 | 3,545,000 | $47.46 |
| 12/31/2012 | JPMORGAN CHASE & CO | JPM | 459,401 | 37,597 | 20,199,000 | 3,124,000 | $43.97 |
| 09/30/2012 | JPMORGAN CHASE & CO | JPM | 421,804 | 54,884 | 17,075,000 | 3,965,000 | $40.48 |
| 06/30/2012 | JPMORGAN CHASE & CO | JPM | 366,920 | 27,960 | 13,110,000 | -2,475,000 | $35.73 |
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