News + Filings Holdings
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Private Wealth Partners, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 237,185 | 9,993 | 34,496,160,000 | 4,029,776,000 | $145,439.89 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 227,192 | 491 | 30,466,384,000 | 30,442,694,000 | $134,099.72 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 226,701 | -2,683 | 23,690,000 | -2,141,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 229,384 | -5,666 | 25,831,000 | -6,211,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 235,050 | 375 | 32,042,000 | -5,119,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 234,675 | -639 | 37,161,000 | -1,358,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 235,314 | -1,002 | 38,519,000 | 1,762,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 236,316 | -2,307 | 36,757,000 | 6,435,000 | $155.54 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 238,623 | 3,475 | 30,322,000 | 7,684,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 235,148 | 1,514 | 22,638,000 | 662,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 233,634 | 8,529 | 21,976,000 | 1,710,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 225,105 | -15,445 | 20,266,000 | -13,267,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 240,550 | 4,357 | 33,533,000 | 5,735,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 236,193 | -2,514 | 27,798,000 | 1,111,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 238,707 | 402 | 26,687,000 | 2,563,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 238,305 | 8,353 | 24,124,000 | 1,676,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 229,952 | 20,838 | 22,448,000 | -1,148,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 209,114 | 3,621 | 23,596,000 | 2,184,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 205,493 | 4,730 | 21,412,000 | -666,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 200,763 | 14,055 | 22,078,000 | 2,111,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 186,708 | 255 | 19,967,000 | 2,159,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 186,453 | 735 | 17,808,000 | 833,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 185,718 | 2,685 | 16,975,000 | 897,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 183,033 | -6,132 | 16,078,000 | -245,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 189,165 | -4,840 | 16,323,000 | 3,404,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 194,005 | -2,120 | 12,919,000 | 732,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 196,125 | 196,125 | 12,187,000 | 12,187,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 208,525 | -9,100 | 12,349,000 | -2,021,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 217,625 | -4,925 | 14,370,000 | -710,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 225,220 | 2,670 | 13,732,000 | -1,348,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 222,550 | 8,340 | 15,080,000 | 2,103,000 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 214,210 | 6,583 | 12,977,000 | -16,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 207,627 | 207,627 | 12,993,000 | 12,993,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 0 | -206,437 | 0 | -11,895,000 | |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 206,437 | -6,650 | 11,895,000 | -1,042,000 | $57.62 |
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