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IEQ CAPITAL, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 228,927 | 15,088 | 33,295,136,000 | 4,619,271,000 | $145,439.97 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 213,839 | 9,934 | 28,675,865,000 | 28,654,557,000 | $134,100.26 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 203,905 | 32,439 | 21,308,000 | 2,000,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 171,466 | -10,445 | 19,308,000 | -9,497,000 | $112.61 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 181,911 | 10,894 | 28,805,000 | 2,205,000 | $158.35 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 171,017 | 26,591 | 26,600,000 | 8,248,000 | $155.54 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 144,426 | 13,094 | 18,352,000 | 5,709,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 131,332 | 1,387 | 12,643,000 | 421,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 129,945 | -16,149 | 12,222,000 | -931,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 146,094 | 45,063 | 13,153,000 | -931,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 101,031 | 101,031 | 14,084,000 | 14,084,000 | $139.40 |
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