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Resources Investment Advisors, LLC.
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 126,990 | 7,038 | 18,469,441,000 | 2,838,410,000 | $145,440.12 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 119,952 | 9,479 | 15,631,031,000 | 816,586,000 | $130,310.72 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 110,473 | 42,792 | 14,814,445,000 | 14,807,373,000 | $134,100.14 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 67,681 | 15,523 | 7,072,000 | 1,198,000 | $104.49 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 52,158 | 967 | 5,874,000 | -1,104,000 | $112.62 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 51,191 | 3,615 | 6,978,000 | -556,000 | $136.31 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 47,576 | 2,838 | 7,534,000 | 7,526,677 | $158.36 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 44,738 | 3,179 | 7,323 | -6,318,677 | $0.16 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 41,559 | -1,987 | 6,326,000 | 750,000 | $152.22 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 43,546 | 650 | 5,576,000 | 1,440,000 | $128.05 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 42,896 | -5,455 | 4,136,000 | 4,131,432 | $96.42 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 48,351 | 2,596 | 4,568 | -4,089,432 | $0.09 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 45,755 | 4,968 | 4,094,000 | -1,592,000 | $89.48 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 40,787 | -630 | 5,686,000 | 812,000 | $139.41 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 41,417 | -8,613 | 4,874,000 | -719,000 | $117.68 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 50,030 | 9,016 | 5,593,000 | 1,404,000 | $111.79 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 41,014 | 2,545 | 4,189,000 | 434,000 | $102.14 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 38,469 | 31,278 | 3,755,000 | 2,943,000 | $97.61 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 7,191 | 824 | 812,000 | 149,000 | $112.92 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 6,367 | 944 | 663,000 | 67,000 | $104.13 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 5,423 | 888 | 596,000 | 111,000 | $109.90 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 4,535 | 3,379 | 485,000 | 375,000 | $106.95 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 1,156 | -3,109 | 110,000 | -279,000 | $95.16 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 4,265 | 4,265 | 389,000 | 389,000 | $91.21 |
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