News + Filings Holdings
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APPLETON PARTNERS INC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | JPMORGAN CHASE & CO | JPM | 172,101 | -3,201 | 24,958,000 | -538,000 | $145.02 |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 175,302 | -3,016 | 25,496,000 | 5,416,000 | $145.44 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 178,318 | 1,767 | 20,080,000 | -3,987,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 176,551 | 6,609 | 24,067,000 | -2,843,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 169,942 | 2,372 | 26,910,000 | -519,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 167,570 | 5,441 | 27,429,000 | 2,748,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 161,734 | -395 | 25,156,000 | 475,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 162,129 | -1,312 | 24,681,000 | 3,913,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 163,441 | 1,009 | 20,768,000 | 5,131,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 162,432 | 2,146 | 15,637,000 | 561,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 160,286 | -1,428 | 15,076,000 | 517,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 161,714 | 449 | 14,559,000 | -7,921,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 161,265 | 2,255 | 22,480,000 | 3,766,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 159,010 | -601 | 18,714,000 | 869,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 159,611 | -5,445 | 17,845,000 | 1,136,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 165,056 | -553 | 16,709,000 | 542,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 165,609 | 65 | 16,167,000 | -2,513,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 165,544 | 2,249 | 18,680,000 | 1,665,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 163,295 | 4,955 | 17,015,000 | -398,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 158,340 | 727 | 17,413,000 | 558,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 157,613 | 4,262 | 16,855,000 | 2,208,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 153,351 | -4,962 | 14,647,000 | 177,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 158,313 | 7,497 | 14,470,000 | 1,222,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 150,816 | -15,825 | 13,248,000 | -1,131,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 166,641 | -9,222 | 14,379,000 | 2,668,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 175,863 | 5,617 | 11,711,000 | 1,132,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 170,246 | 2,312 | 10,579,000 | 634,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 167,934 | 5,158 | 9,945,000 | 1,531,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 164,183 | 19,250 | 10,841,000 | 2,004,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 144,933 | 16,323 | 8,837,000 | 122,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 128,610 | -34,166 | 8,715,000 | 301,000 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 140,725 | -8,830 | 8,525,000 | -834,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 149,555 | -13,316 | 9,359,000 | -26,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 154,532 | -8,339 | 9,309,000 | -76,000 | $60.24 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 162,871 | -1,488 | 9,385,000 | -593,000 | $57.62 |
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