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> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 0 | -167,435 | 0 | -21,818,455,000 | |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 167,435 | -832,697 | 21,818,455,000 | -112,299,246,000 | $130,310.00 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 1,000,132 | 411,093 | 134,117,701,000 | 134,056,146,000 | $134,100.00 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 589,039 | 316,428 | 61,555,000 | 24,393,000 | $104.50 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 272,611 | -698,591 | 37,162,000 | -116,628,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 971,202 | 684,136 | 153,790,000 | 106,800,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 287,066 | -284,583 | 46,990,000 | -41,924,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 571,649 | 346,580 | 88,914,000 | 54,652,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 225,069 | -9,329 | 34,262,000 | 4,477,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 234,398 | 134,735 | 29,785,000 | 20,190,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 99,663 | 64,704 | 9,595,000 | 6,307,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 34,959 | -130,475 | 3,288,000 | -11,606,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 165,434 | -64,209 | 14,894,000 | -17,118,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 229,643 | 80,300 | 32,012,000 | 14,436,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 149,343 | -440,248 | 17,576,000 | -48,340,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 589,591 | -705,141 | 65,916,000 | -65,150,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 1,294,732 | 759,931 | 131,066,000 | 78,859,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 534,801 | -51,055 | 52,207,000 | -13,901,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 585,856 | 36,310 | 66,108,000 | 8,845,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 549,546 | -154,899 | 57,263,000 | -20,205,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 704,445 | 220,042 | 77,468,000 | 25,666,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 484,403 | 7,393 | 51,802,000 | 6,243,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 477,010 | 121,910 | 45,559,000 | 13,103,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 355,100 | -27,767 | 32,456,000 | -1,175,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 382,867 | -493,320 | 33,631,000 | -41,625,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 876,187 | -392,955 | 75,256,000 | -8,063,000 | $85.89 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 1,269,142 | 1,038,738 | 83,319,000 | 68,995,000 | $65.65 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 230,404 | 230,404 | 14,324,000 | 14,324,000 | $62.17 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 137,763 | -1,548,782 | 8,158,000 | -103,171,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 1,686,545 | 657,527 | 111,329,000 | 48,620,000 | $66.01 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 1,029,018 | -3,495,689 | 62,709,000 | -243,931,000 | $60.94 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 4,524,707 | -1,209,369 | 306,640,000 | -41,016,000 | $67.77 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 5,734,076 | -1,126,887 | 347,656,000 | -81,840,000 | $60.63 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 6,860,963 | 974,308 | 429,496,000 | 74,884,000 | $62.60 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 5,886,655 | 5,886,655 | 354,612,000 | 354,612,000 | $60.24 |
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