News + Filings Holdings
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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 45,219 | -4,519 | 6,576,659,000 | 6,571,461,000 | $145,440.17 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 49,738 | 10,992 | 5,198,000 | 835,000 | $104.51 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 38,746 | 1,854 | 4,363,000 | -666,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 36,892 | 307 | 5,029,000 | -764,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 36,585 | 134 | 5,793,000 | -174,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 36,451 | 2,991 | 5,967,000 | 873,000 | $163.70 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 33,460 | -768 | 5,094,000 | 745,000 | $152.24 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 34,228 | -4,189 | 4,349,000 | 651,000 | $127.06 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 38,417 | -4,826 | 3,698,000 | -369,000 | $96.26 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 43,243 | 424 | 4,067,000 | 212,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 42,819 | 7,817 | 3,855,000 | -1,024,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 35,002 | -5,202 | 4,879,000 | 147,000 | $139.39 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 40,204 | -138 | 4,732,000 | 222,000 | $117.70 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 40,342 | -1,376 | 4,510,000 | 287,000 | $111.79 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 41,718 | 296 | 4,223,000 | 179,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 41,422 | -906 | 4,044,000 | -732,000 | $97.63 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 42,328 | -68 | 4,776,000 | 358,000 | $112.83 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 42,396 | 1,030 | 4,418,000 | -131,000 | $104.21 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 41,366 | -12,179 | 4,549,000 | -1,177,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 53,545 | -4,115 | 5,726,000 | 219,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 57,660 | 965 | 5,507,000 | 325,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 56,695 | 1,203 | 5,182,000 | 308,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 55,492 | -6,842 | 4,874,000 | -505,000 | $87.83 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 62,334 | -1,327 | 5,379,000 | 1,140,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 63,661 | 5,739 | 4,239,000 | 640,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 57,922 | 8,389 | 3,599,000 | 328,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 49,533 | 49,533 | 3,271,000 | 3,271,000 | $66.04 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 49,631 | 49,631 | 3,277,000 | 3,277,000 | $66.03 |
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