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Center for Financial Planning, Inc.
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 16,715 | -489 | 2,431,050,000 | 124,015,000 | $145,441.22 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 17,204 | 167 | 2,307,035,000 | 2,305,255,000 | $134,098.76 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 17,037 | 92 | 1,780,000 | -128,000 | $104.48 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 16,945 | 43 | 1,908,000 | -396,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 16,902 | -548 | 2,304,000 | -459,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 17,450 | 161 | 2,763,000 | -67,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 17,289 | 285 | 2,830,000 | 185,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 17,004 | -47 | 2,645,000 | 49,000 | $155.55 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 17,051 | -381 | 2,596,000 | 381,000 | $152.25 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 17,432 | 370 | 2,215,000 | 572,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 17,062 | 269 | 1,643,000 | 63,000 | $96.30 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 16,793 | 757 | 1,580,000 | 136,000 | $94.09 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 16,036 | 16,036 | 1,444,000 | 1,444,000 | $90.05 |
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