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Towercrest Capital Management
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 10,275 | 444 | 1,494,396,000 | 213,318,000 | $145,440.00 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 9,831 | 0 | 1,281,078,000 | -37,259,000 | $130,310.04 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 9,831 | 410 | 1,318,337,000 | 1,317,353,000 | $134,099.99 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 9,421 | -400 | 984,000 | -122,000 | $104.45 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 9,821 | -327 | 1,106,000 | -277,000 | $112.62 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 10,148 | 100 | 1,383,000 | -208,000 | $136.28 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 10,048 | 0 | 1,591,000 | -54,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 10,048 | 790 | 1,645,000 | 205,000 | $163.71 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 9,258 | -3,242 | 1,440,000 | -148,000 | $155.54 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 12,500 | -1,434 | 1,588,000 | 247,000 | $127.04 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 13,934 | 80 | 1,341,000 | 38,000 | $96.24 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 13,854 | -500 | 1,303,000 | 11,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 14,354 | -9,997 | 1,292,000 | -2,103,000 | $90.01 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 24,351 | 591 | 3,395,000 | 599,000 | $139.42 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 23,760 | -591 | 2,796,000 | 74,000 | $117.68 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 24,351 | 0 | 2,722,000 | 257,000 | $111.78 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 24,351 | 0 | 2,465,000 | 88,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 24,351 | 0 | 2,377,000 | -371,000 | $97.61 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 24,351 | 0 | 2,748,000 | 211,000 | $112.85 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 24,351 | 20,904 | 2,537,000 | 2,158,000 | $104.18 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 3,447 | 0 | 379,000 | 10,000 | $109.95 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 3,447 | 0 | 369,000 | 40,000 | $107.05 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 3,447 | 0 | 329,000 | 14,000 | $95.45 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 3,447 | 0 | 315,000 | 12,000 | $91.38 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 3,447 | 3,447 | 303,000 | 303,000 | $87.90 |
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