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STEPHENS INC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 281,062 | 8,092 | 40,877,701,000 | 5,306,996,000 | $145,440.16 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 272,970 | 1,033 | 35,570,705,000 | 35,534,238,000 | $130,309.94 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 271,937 | -5,279 | 36,467,000 | 7,498,000 | $134.10 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 277,216 | -45,395 | 28,969,000 | -7,360,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 322,611 | -698 | 36,329,000 | -7,744,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 323,309 | 29,408 | 44,073,000 | -2,466,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 293,901 | -5,947 | 46,539,000 | -2,543,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 299,848 | -20,014 | 49,082,000 | -669,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 319,862 | 25,727 | 49,751,000 | 4,975,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 294,135 | 2,692 | 44,776,000 | 7,742,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 291,443 | 2,365 | 37,034,000 | 9,205,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 289,078 | 12,611 | 27,829,000 | 1,825,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 276,467 | -663 | 26,004,000 | 1,054,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 277,130 | 10,005 | 24,950,000 | -12,287,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 267,125 | -4,396 | 37,237,000 | 5,282,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 271,521 | -15,121 | 31,955,000 | -92,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 286,642 | 11,581 | 32,047,000 | 4,203,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 275,061 | 26,981 | 27,844,000 | 3,626,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 248,080 | 40,111 | 24,218,000 | 751,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 207,969 | 3,515 | 23,467,000 | 2,163,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 204,454 | 2,531 | 21,304,000 | -901,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 201,923 | -18,344 | 22,205,000 | -1,350,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 220,267 | -5,755 | 23,555,000 | 1,968,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 226,022 | 29,640 | 21,587,000 | 3,638,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 196,382 | 3,363 | 17,949,000 | 994,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 193,019 | 29,584 | 16,955,000 | 2,852,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 163,435 | -448 | 14,103,000 | 3,190,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 163,883 | 602 | 10,913,000 | 767,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 163,281 | 10,885 | 10,146,000 | 83,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 150,432 | -1,964 | 8,909,000 | -1,154,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 152,396 | 44,832 | 10,063,000 | 4,385,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 142,128 | 35,438 | 8,666,000 | 3,151,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 133,735 | 27,045 | 9,062,000 | 3,547,000 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 128,636 | 21,946 | 7,793,000 | 2,278,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 127,043 | 20,353 | 7,950,000 | 2,435,000 | $62.58 |
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