News + Filings Holdings
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BSW Wealth Partners
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 11,935 | 47 | 1,735,866,000 | 186,785,000 | $145,443.32 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 11,888 | -188 | 1,549,081,000 | 1,547,462,000 | $130,306.28 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 12,076 | -502 | 1,619,000 | 305,000 | $134.07 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 12,578 | 137 | 1,314,000 | -87,000 | $104.47 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 12,441 | 48 | 1,401,000 | -288,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 12,393 | 441 | 1,689,000 | -204,000 | $136.29 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 11,952 | 1,343 | 1,893,000 | 156,000 | $158.38 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 10,609 | -1,177 | 1,737,000 | -96,000 | $163.73 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 11,786 | 407 | 1,833,000 | 101,000 | $155.52 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 11,379 | -1,484 | 1,732,000 | 97,000 | $152.21 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 12,863 | 1,019 | 1,635,000 | 495,000 | $127.11 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 11,844 | 171 | 1,140,000 | 42,000 | $96.25 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 11,673 | 317 | 1,098,000 | 76,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 11,356 | 55 | 1,022,000 | -553,000 | $90.00 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 11,301 | 1,699 | 1,575,000 | 445,000 | $139.37 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 9,602 | 151 | 1,130,000 | 73,000 | $117.68 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 9,451 | 1,366 | 1,057,000 | 239,000 | $111.84 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 8,085 | 245 | 818,000 | 53,000 | $101.18 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 7,840 | 1 | 765,000 | -120,000 | $97.58 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 7,839 | 2 | 885,000 | 68,000 | $112.90 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 7,837 | 0 | 817,000 | -45,000 | $104.25 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 7,837 | -1,344 | 862,000 | -120,000 | $109.99 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 9,181 | 299 | 982,000 | 134,000 | $106.96 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 8,882 | 25 | 848,000 | 38,000 | $95.47 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 8,857 | 3,968 | 810,000 | 381,000 | $91.45 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 4,889 | 26 | 429,000 | 9,000 | $87.75 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 4,863 | 4,541 | 420,000 | -4,412,000 | $86.37 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 322 | -4,810 | 4,832,000 | 4,513,000 | $15,006.21 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 5,132 | 5,132 | 319,000 | 319,000 | $62.16 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 5,154 | 302 | 305,000 | 92,000 | $59.18 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 5,433 | 5,433 | 359,000 | 359,000 | $66.08 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 0 | -5,000 | 0 | -313,000 | |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 5,000 | 5,000 | 313,000 | 313,000 | $62.60 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 0 | -4,852 | 0 | -213,000 | |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 0 | -5,280 | 0 | -273,000 | |
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