News + Filings Holdings
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 18,043 | 812 | 2,624,174,000 | 313,456,000 | $145,440.00 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 17,231 | 274 | 2,310,718,000 | 2,308,946,000 | $134,102.37 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 16,957 | 12 | 1,772,000 | -136,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 16,945 | 49 | 1,908,000 | -395,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 16,896 | -6 | 2,303,000 | -373,000 | $136.30 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 16,902 | 1,571 | 2,676,000 | 166,000 | $158.32 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 15,331 | 523 | 2,510,000 | 207,000 | $163.72 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 14,808 | 501 | 2,303,000 | 125,000 | $155.52 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 14,307 | 407 | 2,178,000 | 412,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 13,900 | 798 | 1,766,000 | 505,000 | $127.05 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 13,102 | -164 | 1,261,000 | -34,000 | $96.24 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 13,266 | 1,491 | 1,295,000 | 235,000 | $97.62 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 11,775 | -7,230 | 1,060,000 | -1,589,000 | $90.02 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 19,005 | 19,005 | 2,649,000 | 2,649,000 | $139.38 |
| << Prev Next >> |
|