News + Filings Holdings
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Winch Advisory Services, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 24,249 | 291 | 3,527,000 | 405,000 | $145.45 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 23,958 | 161 | 3,122,000 | -69,000 | $130.31 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 23,797 | -62 | 3,191,000 | 698,000 | $134.09 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 23,859 | -165 | 2,493,000 | -212,000 | $104.49 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 24,024 | 48 | 2,705,000 | -563,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 23,976 | -652 | 3,268,000 | -632,000 | $136.30 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 24,628 | 110 | 3,900,000 | -113,000 | $158.36 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 24,518 | 391 | 4,013,000 | 260,000 | $163.68 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 24,127 | 563 | 3,753,000 | 166,000 | $155.55 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 23,564 | 753 | 3,587,000 | 688,000 | $152.22 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 22,811 | 240 | 2,899,000 | 726,000 | $127.09 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 22,571 | 901 | 2,173,000 | 135,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 21,670 | 16,372 | 2,038,000 | 1,561,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 5,298 | -44 | 477,000 | -268,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 5,342 | 278 | 745,000 | 149,000 | $139.46 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 5,064 | 1,199 | 596,000 | 164,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 3,865 | 559 | 432,000 | 97,000 | $111.77 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 3,306 | 842 | 335,000 | 94,000 | $101.33 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 2,464 | 114 | 241,000 | -24,000 | $97.81 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 2,350 | -2,161 | 265,000 | -205,000 | $112.77 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 4,511 | -31,435 | 470,000 | -3,483,000 | $104.19 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 35,946 | 3,351 | 3,953,000 | 467,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 32,595 | 783 | 3,486,000 | 445,000 | $106.95 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 31,812 | -2,276 | 3,041,000 | -75,000 | $95.59 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 34,088 | -1,136 | 3,116,000 | 22,000 | $91.41 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 35,224 | 4,805 | 3,094,000 | 469,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 30,419 | -1,380 | 2,625,000 | 507,000 | $86.29 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 31,799 | 30,595 | 2,118,000 | 2,043,000 | $66.61 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 1,204 | 1,204 | 75,000 | 75,000 | $62.29 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 1,158 | 1,158 | 69,000 | 69,000 | $59.59 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 670 | 670 | 44,000 | 44,000 | $65.67 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 748 | 748 | 46,000 | 46,000 | $61.50 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 26,664 | 26,664 | 1,807,000 | 1,807,000 | $67.77 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 704 | -20,798 | 43,000 | -1,262,000 | $61.08 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 0 | -648 | 0 | -39,000 | |
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