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DIMENSIONAL FUND ADVISORS LP
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 19,530,978 | -341,964 | 2,840,428,645,000 | 250,949,788,000 | $145,431.97 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 19,872,942 | -1,525,538 | 2,589,478,857,000 | 2,586,609,477,000 | $130,301.74 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 21,398,480 | 313,922 | 2,869,380,000 | 665,759,000 | $134.09 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 21,084,558 | 1,058,790 | 2,203,621,000 | -51,625,000 | $104.51 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 20,025,768 | 665,133 | 2,255,246,000 | -384,564,000 | $112.62 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 19,360,635 | 877,422 | 2,639,810,000 | -286,975,000 | $136.35 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 18,483,213 | -908,781 | 2,926,785,000 | -247,819,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 19,391,994 | -78,565 | 3,174,604,000 | 146,411,000 | $163.71 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 19,470,559 | -864,457 | 3,028,193,000 | 444,458,000 | $155.53 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 20,335,016 | -259,251 | 2,583,735,000 | 601,380,000 | $127.06 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 20,594,267 | -97,257 | 1,982,355,000 | 36,327,000 | $96.26 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 20,691,524 | -265,104 | 1,946,028,000 | 58,759,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 20,956,628 | -1,963,638 | 1,887,269,000 | -1,307,688,000 | $90.06 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 22,920,266 | -273,307 | 3,194,957,000 | 465,256,000 | $139.39 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 23,193,573 | -985,750 | 2,729,701,000 | 26,986,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 24,179,323 | 1,012,883 | 2,702,715,000 | 357,600,000 | $111.78 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 23,166,440 | 1,960,254 | 2,345,115,000 | 274,996,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 21,206,186 | -1,460,911 | 2,070,119,000 | -487,984,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 22,667,097 | -3,764,496 | 2,558,103,000 | -196,324,000 | $112.86 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 26,431,593 | -1,337,774 | 2,754,427,000 | -299,370,000 | $104.21 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 27,769,367 | -256,842 | 3,053,797,000 | 56,347,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 28,026,209 | -681,905 | 2,997,450,000 | 255,568,000 | $106.95 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 28,708,114 | 24,591 | 2,741,882,000 | 120,205,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 28,683,523 | 176,306 | 2,621,677,000 | 117,402,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 28,507,217 | 603,676 | 2,504,275,000 | 96,519,000 | $87.85 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 27,903,541 | 340,065 | 2,407,756,000 | 572,502,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 27,563,476 | 710,804 | 1,835,254,000 | 166,793,000 | $66.58 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 26,852,672 | 1,535,953 | 1,668,461,000 | 169,121,000 | $62.13 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 25,316,719 | 11,366,973 | 1,499,340,000 | 886,220,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 24,673,028 | 1,371,229 | 1,629,271,000 | 170,873,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 24,495,859 | 1,194,060 | 1,493,436,000 | 35,038,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 23,144,507 | -157,292 | 1,568,273,000 | 109,875,000 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 22,952,418 | -349,381 | 1,390,413,000 | -67,985,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 23,301,799 | 9,352,053 | 1,458,398,000 | 845,278,000 | $62.59 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 22,221,661 | -256,225 | 1,338,702,000 | 43,588,000 | $60.24 |
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