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Triangle Securities Wealth Management
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | JPMORGAN CHASE & CO | JPM | 29,258 | -76 | 4,243,054,000 | -23,214,000 | $145,022.01 |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 29,334 | -1,063 | 4,266,268,000 | 190,089,000 | $145,437.65 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 30,397 | -1,025 | 4,076,179,000 | 4,072,641,000 | $134,098.07 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 31,422 | 870 | 3,538,000 | -627,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 30,552 | -1,220 | 4,165,000 | -866,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 31,772 | -255 | 5,031,000 | -212,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 32,027 | -355 | 5,243,000 | 206,000 | $163.71 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 32,382 | -706 | 5,037,000 | 0 | $155.55 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 33,088 | -610 | 5,037,000 | 755,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 33,698 | -269 | 4,282,000 | 1,012,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 33,967 | 271 | 3,270,000 | 101,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 33,696 | 666 | 3,169,000 | 195,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 33,030 | 2,168 | 2,974,000 | -1,328,000 | $90.04 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 30,862 | -319 | 4,302,000 | 632,000 | $139.39 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 31,181 | -434 | 3,670,000 | 102,000 | $117.70 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 31,615 | -727 | 3,568,000 | 294,000 | $112.86 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 32,342 | -1,002 | 3,274,000 | 19,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 33,344 | 1,590 | 3,255,000 | -328,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 31,754 | -300 | 3,583,000 | 243,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 32,054 | -548 | 3,340,000 | -245,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 32,602 | -1,510 | 3,585,000 | -63,000 | $109.96 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 34,112 | -136 | 3,648,000 | 518,000 | $106.94 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 34,248 | -690 | 3,130,000 | 61,000 | $91.39 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 34,938 | -1,496 | 3,069,000 | -75,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 36,434 | -1,904 | 3,144,000 | 591,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 38,338 | -664 | 2,553,000 | 129,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 39,002 | -1,833 | 2,424,000 | 313,000 | $62.15 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 44,918 | 4,083 | 2,660,000 | 549,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 42,657 | 1 | 2,817,000 | 216,000 | $66.04 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 42,656 | -12 | 2,601,000 | -290,000 | $60.98 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 42,668 | -50 | 2,891,000 | 303,000 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 42,718 | 40 | 2,588,000 | -83,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 42,678 | 305 | 2,671,000 | 118,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 42,373 | 0 | 2,553,000 | 111,000 | $60.25 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 42,373 | 1,290 | 2,442,000 | 492,000 | $57.63 |
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