News + Filings Holdings
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Summit Financial Wealth Advisors, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 8,450 | 443 | 1,228,896,000 | 1,227,973,000 | $145,431.48 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 8,007 | 530 | 923,000 | -96,000 | $115.27 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 7,477 | -666 | 1,019,000 | -348,000 | $136.28 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 8,143 | 56 | 1,367,000 | 43,000 | $167.87 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 8,087 | -345 | 1,324,000 | 252,000 | $163.72 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 8,432 | -2,041 | 1,072,000 | 64,000 | $127.13 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 10,473 | 1,238 | 1,008,000 | 82,000 | $96.25 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 9,235 | -3,138 | 926,000 | -228,000 | $100.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 12,373 | -1,380 | 1,154,000 | -76,000 | $93.27 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 13,753 | -239 | 1,230,000 | -617,000 | $89.44 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 13,992 | -2,626 | 1,847,000 | -83,000 | $132.00 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 16,618 | 166 | 1,930,000 | 91,000 | $116.14 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 16,452 | 917 | 1,839,000 | 202,000 | $111.78 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 15,535 | -250 | 1,637,000 | 96,000 | $105.37 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 15,785 | -1,499 | 1,541,000 | -296,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 17,284 | -18,537 | 1,837,000 | -2,102,000 | $106.28 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 35,821 | -1,047 | 3,939,000 | -115,000 | $109.96 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 36,868 | 5,434 | 4,054,000 | 692,000 | $109.96 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 31,434 | 396 | 3,362,000 | 398,000 | $106.95 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 31,038 | -3,257 | 2,964,000 | -171,000 | $95.50 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 34,295 | 2,996 | 3,135,000 | 386,000 | $91.41 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 31,299 | -2,356 | 2,749,000 | -155,000 | $87.83 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 33,655 | 1,873 | 2,904,000 | 788,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 31,782 | 31,782 | 2,116,000 | 2,116,000 | $66.58 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 0 | -17,375 | 0 | -1,029,000 | |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 17,375 | 1,327 | 1,029,000 | -31,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 16,048 | 12,375 | 1,060,000 | 837,000 | $66.05 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 3,673 | -625 | 223,000 | -68,000 | $60.71 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 4,298 | 625 | 291,000 | 50,000 | $67.71 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 3,673 | 214 | 241,000 | 25,000 | $65.61 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 3,459 | 3,459 | 216,000 | 216,000 | $62.45 |
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