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WADDELL & ASSOCIATES, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 12,557 | 1,996 | 1,826,228,000 | 449,996,000 | $145,435.06 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 10,561 | -107 | 1,376,232,000 | -54,330,000 | $130,312.66 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 10,668 | 323 | 1,430,562,000 | 1,429,397,000 | $134,098.43 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 10,345 | -260 | 1,165,000 | -281,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 10,605 | 2,022 | 1,446,000 | 87,000 | $136.35 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 8,583 | -158 | 1,359,000 | -72,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 8,741 | 972 | 1,431,000 | 223,000 | $163.71 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 7,769 | 7,769 | 1,208,000 | 1,208,000 | $155.49 |
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