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Regal Investment Advisors LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 21,816 | 1,266 | 3,172,957,000 | 495,067,000 | $145,441.74 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 20,550 | -7,478 | 2,677,890,000 | -1,080,641,000 | $130,310.95 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 28,028 | -1,216 | 3,758,531,000 | 3,755,475,000 | $134,099.15 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 29,244 | -266 | 3,056,000 | -267,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 29,510 | 1,076 | 3,323,000 | -553,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 28,434 | -4,045 | 3,876,000 | -1,267,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 32,479 | -1,881 | 5,143,000 | -481,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 34,360 | 2,796 | 5,624,000 | 715,000 | $163.68 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 31,564 | 31,564 | 4,909,000 | 4,909,000 | $155.53 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 0 | -32,509 | 0 | -4,131,000 | |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 32,509 | 32,509 | 4,131,000 | 4,131,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 0 | -17,590 | 0 | -1,655,000 | |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 17,590 | 17,590 | 1,655,000 | 1,655,000 | $94.09 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 0 | -13,020 | 0 | -1,815,000 | |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 13,020 | 1,307 | 1,815,000 | 436,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 11,713 | -1,187 | 1,379,000 | -63,000 | $117.73 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 12,900 | 826 | 1,442,000 | 220,000 | $111.78 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 12,074 | 386 | 1,222,000 | 81,000 | $101.21 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 11,688 | 4,839 | 1,141,000 | 368,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 6,849 | -503 | 773,000 | 7,000 | $112.86 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 7,352 | -3,867 | 766,000 | -468,000 | $104.19 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 11,219 | 913 | 1,234,000 | 132,000 | $109.99 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 10,306 | 442 | 1,102,000 | 160,000 | $106.93 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 9,864 | 236 | 942,000 | 62,000 | $95.50 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 9,628 | 158 | 880,000 | 48,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 9,470 | 738 | 832,000 | 78,000 | $87.86 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 8,732 | -2,320 | 754,000 | 18,000 | $86.35 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 11,052 | 71 | 736,000 | 54,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 10,981 | 734 | 682,000 | 75,000 | $62.11 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 10,247 | 5,048 | 607,000 | 264,000 | $59.24 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 5,199 | 5,199 | 343,000 | 343,000 | $65.97 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 4,251 | 2,197 | 259,000 | 153,000 | $60.93 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 3,236 | -391 | 219,000 | -1,000 | $67.68 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 3,627 | 1,532 | 220,000 | 89,000 | $60.66 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 2,095 | -205 | 131,000 | -8,000 | $62.53 |
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