News + Filings Holdings
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Thomas J. Herzfeld Advisors, Inc.
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 62 | -22 | 8,953,000 | -1,993,000 | $144,403.23 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 84 | 0 | 10,946,000 | -318,000 | $130,309.52 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 84 | 0 | 11,264,000 | 11,255,000 | $134,095.24 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 84 | -56 | 9,000 | -7,000 | $107.14 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 140 | -60 | 16,000 | -11,000 | $114.29 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 200 | -9 | 27,000 | -6,000 | $135.00 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 209 | 0 | 33,000 | -1,000 | $157.89 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 209 | -12 | 34,000 | 0 | $162.68 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 221 | 30 | 34,000 | 5,000 | $153.85 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 191 | 3 | 29,000 | 5,000 | $151.83 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 188 | 0 | 24,000 | 6,000 | $127.66 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 188 | 2 | 18,000 | 0 | $95.74 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 186 | 39 | 18,000 | 5,000 | $96.77 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 147 | 0 | 13,000 | -7,000 | $88.44 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 147 | 31 | 20,000 | 6,000 | $136.05 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 116 | -5 | 14,000 | 0 | $120.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 121 | 15 | 14,000 | 3,000 | $115.70 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 106 | 0 | 11,000 | 1,000 | $103.77 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 106 | 8 | 10,000 | -1,000 | $94.34 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 98 | 0 | 11,000 | 1,000 | $112.24 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 98 | 0 | 10,000 | -1,000 | $102.04 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 98 | -12 | 11,000 | -1,000 | $112.24 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 110 | -714 | 12,000 | -67,000 | $109.09 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 824 | 4 | 79,000 | 4,000 | $95.87 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 820 | -486 | 75,000 | -40,000 | $91.46 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 1,306 | -148 | 115,000 | -10,000 | $88.06 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 1,454 | 4 | 125,000 | 28,000 | $85.97 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 1,450 | 5 | 97,000 | 7,000 | $66.90 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 1,445 | 1,445 | 90,000 | 90,000 | $62.28 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 759 | 759 | 45,000 | 45,000 | $59.29 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 0 | -639 | 0 | -39,000 | |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 639 | 469 | 39,000 | 28,000 | $61.03 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 323 | 0 | 22,000 | 2,000 | $68.11 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 323 | 153 | 20,000 | 9,000 | $61.92 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 170 | 170 | 11,000 | 11,000 | $64.71 |
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