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ROCKY MOUNTAIN ADVISERS, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 57,440 | 0 | 7,485,006,000 | 7,477,303,000 | $130,309.99 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 57,440 | -76 | 7,703,000 | 1,693,000 | $134.11 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 57,516 | 25 | 6,010,000 | -464,000 | $104.49 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 57,491 | 26,004 | 6,474,000 | 2,182,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 31,487 | 3 | 4,292,000 | -693,000 | $136.31 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 31,484 | 4 | 4,985,000 | -168,000 | $158.33 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 31,480 | 3 | 5,153,000 | 257,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 31,477 | -394 | 4,896,000 | 846,000 | $155.54 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 31,871 | 412 | 4,050,000 | 1,021,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 31,459 | -104 | 3,029,000 | 60,000 | $96.28 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 31,563 | 705 | 2,969,000 | 191,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 30,858 | 27,500 | 2,778,000 | 2,310,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 3,358 | 0 | 468,000 | 73,000 | $139.37 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 3,358 | 0 | 395,000 | 20,000 | $117.63 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 3,358 | 0 | 375,000 | 35,000 | $111.67 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 3,358 | 2,000 | 340,000 | 207,000 | $101.25 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 1,358 | 800 | 133,000 | 70,000 | $97.94 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 558 | 0 | 63,000 | 5,000 | $112.90 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 558 | 0 | 58,000 | -3,000 | $103.94 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 558 | 0 | 61,000 | 1,000 | $109.32 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 558 | 0 | 60,000 | 7,000 | $107.53 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 558 | 0 | 53,000 | 2,000 | $94.98 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 558 | 0 | 51,000 | 2,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 558 | 558 | 49,000 | 49,000 | $87.81 |
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