News + Filings Holdings
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Wealthspire Advisors, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 33,249 | -7,402 | 4,332,693,000 | -1,118,628,000 | $130,310.48 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 40,651 | 6,510 | 5,451,321,000 | 5,447,753,000 | $134,100.54 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 34,141 | 213 | 3,568,000 | -253,000 | $104.51 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 33,928 | 7,276 | 3,821,000 | 188,000 | $112.62 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 26,652 | -8,050 | 3,633,000 | -1,862,000 | $136.31 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 34,702 | 8,916 | 5,495,000 | 1,484,000 | $158.35 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 25,786 | -32,593 | 4,011,000 | -4,876,000 | $155.55 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 58,379 | 7,611 | 8,887,000 | 2,436,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 50,768 | 27,811 | 6,451,000 | 4,292,000 | $127.07 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 22,957 | -39,792 | 2,159,000 | -3,490,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 62,749 | 50,143 | 5,649,000 | 3,892,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 12,606 | 3,992 | 1,757,000 | 743,000 | $139.38 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 8,614 | 5,073 | 1,014,000 | 618,000 | $117.72 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 3,541 | 3,541 | 396,000 | 396,000 | $111.83 |
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