News + Filings Holdings
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Perigon Wealth Management, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 125,204 | 53,059 | 18,209,579,000 | 8,534,935,000 | $145,439.28 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 72,145 | 5,928 | 9,674,644,000 | 9,667,724,000 | $134,099.99 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 66,217 | -2,046 | 6,920,000 | -767,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 68,263 | 1,482 | 7,687,000 | -1,417,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 66,781 | -2,277 | 9,104,000 | -1,831,000 | $136.33 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 69,058 | 6,055 | 10,935,000 | 622,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 63,003 | -533 | 10,313,000 | 431,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 63,536 | 2,857 | 9,882,000 | 645,000 | $155.53 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 60,679 | 7,537 | 9,237,000 | 2,484,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 53,142 | 1,581 | 6,753,000 | 1,789,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 51,561 | 151 | 4,964,000 | 128,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 51,410 | 2,026 | 4,836,000 | -239,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 49,384 | 3,315 | 5,075,000 | -1,293,000 | $102.77 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 46,069 | -439 | 6,368,000 | 789,000 | $138.23 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 46,508 | 846 | 5,579,000 | 474,000 | $119.96 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 45,662 | 504 | 5,105,000 | -35,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 45,158 | -1,566 | 5,140,000 | 444,000 | $113.82 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 46,724 | 5,091 | 4,696,000 | -2,000 | $100.51 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 41,633 | 7,388 | 4,698,000 | 1,130,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 34,245 | 6,110 | 3,568,000 | 474,000 | $104.19 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 28,135 | 3,278 | 3,094,000 | 436,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 24,857 | -2,026 | 2,658,000 | 90,000 | $106.93 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 26,883 | 17,107 | 2,568,000 | 1,674,000 | $95.53 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 9,776 | 498 | 894,000 | 79,000 | $91.45 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 9,278 | -347 | 815,000 | -78,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 9,625 | 9,625 | 893,000 | 893,000 | $92.78 |
| 09/30/2011 | JPMORGAN CHASE & CO | JPM | 66,217 | 66,217 | 6,920,000 | 6,920,000 | $104.50 |
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