News + Filings Holdings
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Kovitz Investment Group Partners, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 1,042,379 | 32,462 | 151,603,658,000 | 151,472,056,000 | $145,440.05 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 1,009,917 | 15,387 | 131,602,000 | 27,674,000 | $130.31 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 994,530 | 350,726 | 103,928,000 | 31,429,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 643,804 | 29,185 | 72,499,000 | -11,286,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 614,619 | 10,260 | 83,785,000 | 4,652,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 604,359 | 9,641 | 79,133,000 | -18,216,000 | $130.94 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 594,718 | -2,231 | 97,349,000 | 4,500,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 596,949 | 47,069 | 92,849,000 | 9,141,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 549,880 | -52,089 | 83,708,000 | 7,216,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 601,969 | -6,669 | 76,492,000 | 17,898,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 608,638 | 124,866 | 58,594,000 | 13,090,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 483,772 | 5,487 | 45,504,000 | 2,444,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 478,285 | 8,532 | 43,060,000 | -22,423,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 469,753 | -2,323 | 65,483,000 | 9,925,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 472,076 | -181,682 | 55,558,000 | -17,533,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 653,758 | -83,401 | 73,091,000 | -1,532,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 737,159 | 25,759 | 74,623,000 | 5,176,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 711,400 | 108,399 | 69,447,000 | 1,405,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 603,001 | -10,872 | 68,042,000 | 4,077,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 613,873 | -46,354 | 63,965,000 | -8,641,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 660,227 | -188,738 | 72,606,000 | -18,182,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 848,965 | -57,464 | 90,788,000 | 4,215,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 906,429 | -23,146 | 86,573,000 | 1,609,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 929,575 | -9,033 | 84,964,000 | 2,517,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 938,608 | 2,444 | 82,447,000 | 1,665,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 936,164 | -18,031 | 80,782,000 | 17,242,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 954,195 | -18,509 | 63,540,000 | 7,539,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 972,704 | -63,053 | 56,001,000 | -5,336,000 | $57.57 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 1,035,757 | 1,035,757 | 61,337,000 | 61,337,000 | $59.22 |
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