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Engrave Wealth Partners LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 4,170 | 1,049 | 606,485,000 | 606,159,000 | $145,440.05 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 3,121 | -171 | 326,000 | -123,000 | $104.45 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 3,292 | 0 | 449,000 | -72,000 | $136.39 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 3,292 | -1,558 | 521,000 | -273,000 | $158.26 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 4,850 | 904 | 794,000 | 193,000 | $163.71 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 5,450 | 1,504 | 848,000 | 247,000 | $155.60 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 3,946 | -8 | 601,000 | 46,000 | $152.31 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 3,954 | 1,144 | 555,000 | 280,000 | $140.36 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 2,810 | -1,462 | 275,000 | -126,000 | $97.86 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 4,272 | 1 | 401,000 | 17,000 | $93.87 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 4,271 | -325 | 384,000 | -256,000 | $89.91 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 4,596 | 4,596 | 640,000 | 640,000 | $139.25 |
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