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NewEdge Wealth, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 210,662 | 70,676 | 30,638,678,000 | 12,397,151,000 | $145,439.98 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 139,986 | 15,952 | 18,241,527,000 | 1,608,559,000 | $130,309.65 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 124,034 | 22,954 | 16,632,968,000 | 16,619,189,000 | $134,100.07 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 101,080 | 26,700 | 13,779,000 | 2,001,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 74,380 | 6,539 | 11,778,000 | 673,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 67,841 | 3,348 | 11,105,000 | 1,074,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 64,493 | 5,129 | 10,031,000 | 994,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 59,364 | 59,364 | 9,037,000 | 9,037,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 17,634 | 17,634 | 2,241,000 | 2,241,000 | $127.08 |
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