News + Filings Holdings
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Evercore Wealth Management, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 614,118 | 8,733 | 89,317,342,000 | 10,429,605,000 | $145,440.03 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 605,385 | 8,034 | 78,887,737,000 | 78,825,313,000 | $130,310.03 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 597,351 | 197 | 62,424,000 | -4,821,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 597,154 | 5,884 | 67,245,000 | -13,357,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 591,270 | 49,354 | 80,602,000 | -5,210,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 541,916 | 9,388 | 85,812,000 | -1,357,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 532,528 | 7,686 | 87,169,000 | 5,535,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 524,842 | 43,324 | 81,634,000 | 20,448,000 | $155.54 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 481,518 | 85,476 | 61,186,000 | 23,060,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 396,042 | 235,351 | 38,126,000 | 23,011,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 160,691 | 12,007 | 15,115,000 | 1,729,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 148,684 | 4,338 | 13,386,000 | -6,736,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 144,346 | 1,370 | 20,122,000 | 3,295,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 142,976 | 711 | 16,827,000 | 922,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 142,265 | 9,924 | 15,905,000 | 2,508,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 132,341 | 5,142 | 13,397,000 | 980,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 127,199 | -222 | 12,417,000 | -1,961,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 127,421 | 1,278 | 14,378,000 | 1,234,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 126,143 | 14,769 | 13,144,000 | 897,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 111,374 | -2,119 | 12,247,000 | 110,000 | $109.96 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 113,493 | 2,569 | 12,137,000 | 1,543,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 110,924 | 1,110 | 10,594,000 | 557,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 109,814 | 13,267 | 10,037,000 | 1,556,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 96,547 | 4,064 | 8,481,000 | 501,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 92,483 | 6,239 | 7,980,000 | 2,237,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 86,244 | -1,736 | 5,743,000 | 276,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 87,980 | 2,322 | 5,467,000 | 394,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 85,658 | 85,658 | 5,073,000 | 5,073,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 99,877 | 15,148 | 6,595,000 | 2,119,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 95,255 | 10,526 | 5,808,000 | 1,332,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 93,343 | 8,614 | 6,321,000 | 1,845,000 | $67.72 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 87,756 | 3,027 | 5,313,000 | 837,000 | $60.54 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 93,017 | 8,288 | 5,816,000 | 1,340,000 | $62.53 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 95,607 | 10,878 | 5,755,000 | 1,279,000 | $60.19 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 88,976 | 4,247 | 5,127,000 | 651,000 | $57.62 |
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