News + Filings Holdings
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Clearstead Advisors, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 115,652 | 15,498 | 16,820,441,000 | 3,769,382,000 | $145,440.12 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 100,154 | 1,152 | 13,051,059,000 | 13,040,713,000 | $130,309.91 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 99,002 | -1,912 | 10,346,000 | -1,018,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 100,914 | 3,248 | 11,364,000 | -1,950,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 97,666 | 5,421 | 13,314,000 | -1,293,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 92,245 | -106,492 | 14,607,000 | -17,924,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 198,737 | 228 | 32,531,000 | 1,655,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 198,509 | -490 | 30,876,000 | 582,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 198,999 | 4,922 | 30,294,000 | 5,633,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 194,077 | 4,309 | 24,661,000 | 6,392,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 189,768 | 4,507 | 18,269,000 | 843,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 185,261 | 3,038 | 17,426,000 | 1,020,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 182,223 | -839 | 16,406,000 | -9,113,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 183,062 | 125 | 25,519,000 | 3,989,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 182,937 | 523 | 21,530,000 | 1,136,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 182,414 | 4,453 | 20,394,000 | 2,379,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 177,961 | 54 | 18,015,000 | 648,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 177,907 | 422 | 17,367,000 | -2,660,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 177,485 | 1,690 | 20,027,000 | 1,710,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 175,795 | -175 | 18,317,000 | -1,035,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 175,970 | 791 | 19,352,000 | 619,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 175,179 | 1,363 | 18,733,000 | 2,132,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 173,816 | -3,287 | 16,601,000 | 413,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 177,103 | 177,103 | 16,188,000 | 16,188,000 | $91.40 |
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