News + Filings Holdings
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Holistic Financial Partners
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 14,094 | 2,139 | 2,049,832,000 | 446,666,000 | $145,440.05 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 11,955 | 362 | 1,603,166,000 | 1,601,955,000 | $134,100.04 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 11,593 | 124 | 1,211,000 | -81,000 | $104.46 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 11,469 | -1,551 | 1,292,000 | -483,000 | $112.65 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 13,020 | -575 | 1,775,000 | -378,000 | $136.33 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 13,595 | -236 | 2,153,000 | -111,000 | $158.37 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 13,831 | -2 | 2,264,000 | 112,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 13,833 | 243 | 2,152,000 | 83,000 | $155.57 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 13,590 | -1,186 | 2,069,000 | 191,000 | $152.24 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 14,776 | -489 | 1,878,000 | 409,000 | $127.10 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 15,265 | 416 | 1,469,000 | 72,000 | $96.23 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 14,849 | -93 | 1,397,000 | 52,000 | $94.08 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 14,942 | -153 | 1,345,000 | -759,000 | $90.01 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 15,095 | 253 | 2,104,000 | 358,000 | $139.38 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 14,842 | -88 | 1,746,000 | 77,000 | $117.64 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 14,930 | -3 | 1,669,000 | 157,000 | $111.79 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 14,933 | -280 | 1,512,000 | 27,000 | $101.25 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 15,213 | -288 | 1,485,000 | -264,000 | $97.61 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 15,501 | 335 | 1,749,000 | 169,000 | $112.83 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 15,166 | -162 | 1,580,000 | -106,000 | $104.18 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 15,328 | -184 | 1,686,000 | 27,000 | $109.99 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 15,512 | 15,512 | 1,659,000 | 1,659,000 | $106.95 |
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