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EP Wealth Advisors, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 300,000 | -284,582 | 90,491,224,000 | 12,098,839,000 | $301,637.41 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 584,582 | 16,163 | 78,392,385,000 | 78,332,985,000 | $134,099.90 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 568,419 | 42,122 | 59,400,000 | 134,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 526,297 | 41,879 | 59,266,000 | -6,770,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 484,418 | 18,180 | 66,036,000 | -7,793,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 466,238 | 437,726 | 73,829,000 | -787,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 28,512 | -364,819 | 74,616,000 | 24,635,000 | $2,617.00 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 393,331 | 15,459 | 49,981,000 | 13,603,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 377,872 | 29,931 | 36,378,000 | 3,651,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 347,941 | 19,770 | 32,727,000 | 3,182,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 328,171 | 27,003 | 29,545,000 | -12,438,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 301,168 | -2,384 | 41,983,000 | 6,258,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 303,552 | -3,362 | 35,725,000 | 1,412,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 306,914 | 65,076 | 34,313,000 | 9,832,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 241,838 | 8,291 | 24,481,000 | 1,682,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 233,547 | 19,383 | 22,799,000 | -1,367,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 214,164 | 9,776 | 24,166,000 | 2,869,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 204,388 | 6,623 | 21,297,000 | -451,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 197,765 | -995 | 21,748,000 | 493,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 198,760 | 3,315 | 21,255,000 | 2,588,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 195,445 | 2,445 | 18,667,000 | 1,027,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 193,000 | 8,235 | 17,640,000 | 1,410,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 184,765 | -10,204 | 16,230,000 | 1,215,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 194,969 | -5,332 | 15,015,000 | 1,677,000 | $77.01 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 200,301 | -1,752 | 13,338,000 | 782,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 202,053 | 9,997 | 12,556,000 | 2,417,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 214,629 | 22,573 | 12,710,000 | 2,571,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 249,528 | 57,472 | 16,476,000 | 6,337,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 248,228 | 56,172 | 15,134,000 | 4,995,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 251,045 | 58,989 | 17,010,823,000 | 17,000,684,000 | $67,760.05 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 250,999 | 58,943 | 15,205,532,000 | 15,195,393,000 | $60,580.05 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 241,984 | 49,928 | 15,143,000 | 5,004,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 238,942 | 46,886 | 14,394,000 | 4,255,000 | $60.24 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 226,755 | 34,699 | 13,066,000 | 2,927,000 | $57.62 |
| 03/31/2014 | JPMORGAN CHASE & CO | JPM | 213,086 | 21,030 | 12,936,000 | 2,797,000 | $60.71 |
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