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FLAGSHIP HARBOR ADVISORS, LLC
> JPM
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | JPMORGAN CHASE & CO | JPM | 43,734 | 12,362 | 6,360,708,000 | 6,357,430,000 | $145,440.80 |
09/30/2022 | JPMORGAN CHASE & CO | JPM | 31,372 | 721 | 3,278,000 | -174,000 | $104.49 |
06/30/2022 | JPMORGAN CHASE & CO | JPM | 30,651 | 2,788 | 3,452,000 | -346,000 | $112.62 |
03/31/2022 | JPMORGAN CHASE & CO | JPM | 27,863 | -501 | 3,798,000 | -693,000 | $136.31 |
12/31/2021 | JPMORGAN CHASE & CO | JPM | 28,364 | 3,134 | 4,491,000 | 567,000 | $158.33 |
09/30/2021 | JPMORGAN CHASE & CO | JPM | 25,230 | 0 | 3,924,000 | 0 | $155.53 |
06/30/2021 | JPMORGAN CHASE & CO | JPM | 25,230 | -1,086 | 3,924,000 | 580,000 | $155.53 |
12/31/2020 | JPMORGAN CHASE & CO | JPM | 26,316 | -857 | 3,344,000 | 729,000 | $127.07 |
09/30/2020 | JPMORGAN CHASE & CO | JPM | 27,173 | -809 | 2,615,000 | -17,000 | $96.24 |
06/30/2020 | JPMORGAN CHASE & CO | JPM | 27,982 | 3,688 | 2,632,000 | 445,000 | $94.06 |
03/31/2020 | JPMORGAN CHASE & CO | JPM | 24,294 | -116 | 2,187,000 | -1,216,000 | $90.02 |
12/31/2019 | JPMORGAN CHASE & CO | JPM | 24,410 | 221 | 3,403,000 | 557,000 | $139.41 |
09/30/2019 | JPMORGAN CHASE & CO | JPM | 24,189 | -1,084 | 2,846,000 | 21,000 | $117.66 |
06/30/2019 | JPMORGAN CHASE & CO | JPM | 25,273 | 47 | 2,825,000 | 272,000 | $111.78 |
03/31/2019 | JPMORGAN CHASE & CO | JPM | 25,226 | -1,448 | 2,553,000 | -50,000 | $101.21 |
12/31/2018 | JPMORGAN CHASE & CO | JPM | 26,674 | -1,354 | 2,603,000 | -578,000 | $97.59 |
09/30/2018 | JPMORGAN CHASE & CO | JPM | 28,028 | 440 | 3,181,000 | 307,000 | $113.49 |
06/30/2018 | JPMORGAN CHASE & CO | JPM | 27,588 | 4,034 | 2,874,000 | 334,000 | $104.18 |
03/31/2018 | JPMORGAN CHASE & CO | JPM | 23,554 | 83 | 2,540,000 | -4,000 | $107.84 |
12/31/2017 | JPMORGAN CHASE & CO | JPM | 23,471 | 1,865 | 2,544,000 | 461,000 | $108.39 |
09/30/2017 | JPMORGAN CHASE & CO | JPM | 21,606 | -1,363 | 2,083,000 | -55,000 | $96.41 |
06/30/2017 | JPMORGAN CHASE & CO | JPM | 22,969 | -879 | 2,138,000 | 79,000 | $93.08 |
03/31/2017 | JPMORGAN CHASE & CO | JPM | 23,848 | 23,848 | 2,059,000 | 2,059,000 | $86.34 |
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