News + Filings Holdings
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Sugarloaf Wealth Management, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 20,747 | -541 | 3,017,432,000 | 3,015,206,000 | $145,439.44 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 21,288 | 947 | 2,226,000 | -65,000 | $104.57 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 20,341 | 2,438 | 2,291,000 | -171,000 | $112.63 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 17,903 | 2,116 | 2,462,000 | -38,000 | $137.52 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 15,787 | 952 | 2,500,000 | 72,000 | $158.36 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 14,835 | 1,367 | 2,428,000 | 386,000 | $163.67 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 14,525 | 1,057 | 2,261,000 | 219,000 | $155.66 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 13,468 | -1,002 | 2,042,000 | 221,000 | $151.62 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 14,470 | 619 | 1,821,000 | 481,000 | $125.85 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 13,851 | 850 | 1,340,000 | 117,000 | $96.74 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 13,001 | 804 | 1,223,000 | 125,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 12,197 | 4,180 | 1,098,000 | -20,000 | $90.02 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 8,017 | 8,017 | 1,118,000 | 1,118,000 | $139.45 |
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