News + Filings Holdings
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MONTAG A & ASSOCIATES INC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 86,986 | -2,403 | 12,651,944,000 | 1,003,663,000 | $145,448.05 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 89,389 | -4,326 | 11,648,281,000 | 11,638,488,000 | $130,310.00 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 93,715 | -4,739 | 9,793,000 | -1,294,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 98,454 | 740 | 11,087,000 | -2,233,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 97,714 | -7,854 | 13,320,000 | 13,303,283 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 105,568 | 2,267 | 16,717 | -16,892,283 | $0.16 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 103,301 | -1,719 | 16,909,000 | 574,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 105,020 | -8,646 | 16,335,000 | -968,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 113,666 | -424 | 17,303,000 | 2,806,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 114,090 | 3,713 | 14,497,000 | 3,871,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 110,377 | -1,870 | 10,626,000 | 68,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 112,247 | 1,201 | 10,558,000 | 561,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 111,046 | 6,922 | 9,997,000 | -4,518,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 104,124 | 16,380 | 14,515,000 | 4,188,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 87,744 | 4,152 | 10,327,000 | 981,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 83,592 | 1,303 | 9,346,000 | 1,016,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 82,289 | -7,880 | 8,330,000 | -472,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 90,169 | -3,165 | 8,802,000 | -1,730,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 93,334 | 11,913 | 10,532,000 | 2,048,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 81,421 | -14,998 | 8,484,000 | -2,119,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 96,419 | 3,824 | 10,603,000 | 701,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 92,595 | 6,360 | 9,902,000 | 1,666,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 86,235 | -6,505 | 8,236,000 | -240,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 92,740 | -7,292 | 8,476,000 | -311,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 100,032 | 3,425 | 8,787,000 | 451,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 96,607 | 130 | 8,336,000 | 1,912,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 96,477 | 14,410 | 6,424,000 | 1,324,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 82,067 | 1,425 | 5,100,000 | 324,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 80,642 | 13,517 | 4,776,000 | 1,306,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 84,531 | 17,406 | 5,582,000 | 2,112,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 83,721 | 17,525 | 5,104,000 | 619,000 | $60.96 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 66,196 | -929 | 4,485,000 | 1,015,000 | $67.75 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 63,906 | -129 | 3,871,000 | -136,000 | $60.57 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 64,035 | -3,090 | 4,007,000 | 537,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 59,333 | -7,792 | 3,574,000 | 104,000 | $60.24 |
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