News + Filings Holdings
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Tortoise Investment Management, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 6,721 | 1,532 | 977,492,000 | 301,339,000 | $145,438.48 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 5,189 | 874 | 676,153,000 | 675,667,000 | $130,305.07 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 4,315 | 998 | 486,000 | 34,000 | $112.63 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 3,317 | 670 | 452,000 | 33,000 | $136.27 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 2,647 | -1,438 | 419,000 | -250,000 | $158.29 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 4,085 | 8 | 669,000 | 35,000 | $163.77 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 4,077 | -910 | 634,000 | 0 | $155.51 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 4,987 | -31 | 634,000 | 151,000 | $127.13 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 5,018 | 100 | 483,000 | 20,000 | $96.25 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 4,918 | -76 | 463,000 | 13,000 | $94.14 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 4,994 | -225 | 450,000 | -278,000 | $90.11 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 5,219 | 22 | 728,000 | 116,000 | $139.49 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 5,197 | 0 | 612,000 | 31,000 | $117.76 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 5,197 | 0 | 581,000 | 55,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 5,197 | -241 | 526,000 | -5,000 | $101.21 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 5,438 | -500 | 531,000 | -139,000 | $97.65 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 5,938 | -100 | 670,000 | 41,000 | $112.83 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 6,038 | -760 | 629,000 | -98,000 | $104.17 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 6,798 | 189 | 727,000 | 96,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 6,609 | 4,650 | 631,000 | 452,000 | $95.48 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 1,959 | 731 | 179,000 | 71,000 | $91.37 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 1,228 | -350 | 108,000 | -28,000 | $87.95 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 1,578 | 1,283 | 136,000 | 116,000 | $86.19 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 295 | -634 | 20,000 | -38,000 | $67.80 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 929 | -882 | 58,000 | -49,000 | $62.43 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 1,811 | 1,811 | 107,000 | 107,000 | $59.08 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 169 | 169 | 11,000 | 11,000 | $65.09 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 169 | 169 | 10,000 | 10,000 | $59.17 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 169 | 169 | 11,000 | 11,000 | $65.09 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 169 | -566 | 10,000 | -36,000 | $59.17 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 735 | 735 | 46,000 | 46,000 | $62.59 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 700 | -20 | 42,000 | 1,000 | $60.00 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 720 | 720 | 41,000 | 41,000 | $56.94 |
| 03/31/2014 | JPMORGAN CHASE & CO | JPM | 700 | 700 | 42,000 | 42,000 | $60.00 |
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