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TWIN FOCUS CAPITAL PARTNERS, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 7,850 | -2,280 | 1,141,704,000 | -178,336,000 | $145,440.00 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 10,130 | 2,266 | 1,320,040,000 | 1,319,218,000 | $130,309.97 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 7,864 | -684 | 822,000 | -141,000 | $104.53 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 8,548 | 82 | 963,000 | -191,000 | $112.66 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 8,466 | 142 | 1,154,000 | -164,000 | $136.31 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 8,324 | 1,743 | 1,318,000 | 241,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 6,581 | 87 | 1,077,000 | 67,000 | $163.65 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 6,494 | 244 | 1,010,000 | 59,000 | $155.53 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 6,250 | 2 | 951,000 | 157,000 | $152.16 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 6,248 | 46 | 794,000 | 197,000 | $127.08 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 6,202 | -30 | 597,000 | 11,000 | $96.26 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 6,232 | -1,202 | 586,000 | -83,000 | $94.03 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 7,434 | 159 | 669,000 | -345,000 | $89.99 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 7,275 | -717 | 1,014,000 | 73,000 | $139.38 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 7,992 | 2,189 | 941,000 | 292,000 | $117.74 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 5,803 | 5,803 | 649,000 | 649,000 | $111.84 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 0 | -3,639 | 0 | -226,000 | |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 3,639 | -724 | 226,000 | -32,000 | $62.10 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 4,363 | 4,363 | 258,000 | 258,000 | $59.13 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 5,148 | 5,148 | 340,000 | 340,000 | $66.05 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 0 | -3,661 | 0 | -221,000 | |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 3,661 | 3,661 | 221,000 | 221,000 | $60.37 |
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