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> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 4,205,879 | 441,710 | 548,068,093,000 | 547,644,211,000 | $130,310.00 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 3,764,169 | -12,321 | 423,882,000 | -90,931,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 3,776,490 | -21,306 | 514,813,000 | -86,568,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 3,797,796 | 18,387 | 601,381,000 | -17,270,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 3,779,409 | -43,972 | 618,651,000 | 23,962,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 3,823,381 | 8,631 | 594,689,000 | 109,948,000 | $155.54 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 3,814,750 | 70,244 | 484,741,000 | 124,257,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 3,744,506 | 82,644 | 360,484,000 | 16,048,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 3,661,862 | 189,574 | 344,436,000 | 31,826,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 3,472,288 | 74,900 | 312,610,000 | -160,987,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 3,397,388 | -57,163 | 473,597,000 | 67,031,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 3,454,551 | -11,901 | 406,566,000 | 19,016,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 3,466,452 | -40,330 | 387,550,000 | 32,559,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 3,506,782 | 26,880 | 354,991,000 | 15,284,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 3,479,902 | 26,433 | 339,707,000 | -49,983,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 3,453,469 | -30,546 | 389,690,000 | 26,656,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 3,484,015 | -31,200 | 363,034,000 | -23,534,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 3,515,215 | -41,837 | 386,568,000 | 6,179,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 3,557,052 | -19,342 | 380,389,000 | 38,807,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 3,576,394 | -21,431 | 341,582,000 | 12,741,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 3,597,825 | 49,650 | 328,841,000 | 17,167,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 3,548,175 | 69,044 | 311,674,000 | 11,458,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 3,479,131 | -5,222 | 300,216,000 | 68,194,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 3,484,353 | 3,055 | 232,022,000 | 20,684,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 3,557,539 | 68,008 | 221,066,000 | 14,417,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 3,489,531 | 27,493 | 206,649,000 | -4,431,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 3,474,170 | 12,132 | 229,400,000 | 18,320,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 3,462,038 | -19,260 | 211,080,000 | -258,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 3,438,703 | -42,595 | 233,007,000 | 21,669,000 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 3,350,273 | -131,025 | 202,959,000 | -8,379,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 3,462,170 | -19,128 | 216,663,000 | 5,325,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 0 | -3,483,662 | 0 | -200,728,000 | |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 3,483,662 | 2,364 | 200,728,000 | -10,610,000 | $57.62 |
| 03/31/2014 | JPMORGAN CHASE & CO | JPM | 3,481,298 | 3,481,298 | 211,338,000 | 211,338,000 | $60.71 |
| 09/30/2013 | JPMORGAN CHASE & CO | JPM | 3,433,069 | 3,433,069 | 177,455,000 | 177,455,000 | $51.69 |
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