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Winthrop Advisory Group LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 11,159 | 662 | 1,623,101,000 | 215,424,000 | $145,452.19 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 10,497 | 284 | 1,407,677,000 | 1,406,610,000 | $134,102.79 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 10,213 | -45 | 1,067,000 | -88,000 | $104.47 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 10,258 | -522 | 1,155,000 | -315,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 10,780 | 337 | 1,470,000 | -184,000 | $136.36 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 10,443 | 201 | 1,654,000 | -22,000 | $158.38 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 10,242 | -120 | 1,676,000 | 99,000 | $163.64 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 9,981 | -381 | 1,553,000 | -24,000 | $155.60 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 10,362 | 416 | 1,577,000 | 313,000 | $152.19 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 9,946 | 915 | 1,264,000 | 389,000 | $127.09 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 9,031 | 1,012 | 875,000 | 127,000 | $96.89 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 8,019 | -398 | 748,000 | -10,000 | $93.28 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 8,417 | 154 | 758,000 | -394,000 | $90.06 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 8,263 | -122 | 1,152,000 | 165,000 | $139.42 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 8,385 | 477 | 987,000 | 103,000 | $117.71 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 7,908 | 370 | 884,000 | 112,000 | $111.79 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 7,538 | 300 | 772,000 | 65,000 | $102.41 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 7,238 | 232 | 707,000 | -84,000 | $97.68 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 7,006 | 765 | 791,000 | 141,000 | $112.90 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 6,241 | 1,111 | 650,000 | 85,000 | $104.15 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 5,130 | -264 | 565,000 | -29,000 | $110.14 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 5,394 | 5,394 | 594,000 | 594,000 | $110.12 |
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