News + Filings Holdings
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OXFORD FINANCIAL GROUP LTD
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 47,260 | 8,288 | 6,873,452,000 | 1,794,952,000 | $145,439.10 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 38,972 | 115 | 5,078,500,000 | -132,176,000 | $130,311.51 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 38,857 | -1,221 | 5,210,676,000 | 5,206,488,000 | $134,098.77 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 40,078 | 353 | 4,188,000 | -285,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 39,725 | -563 | 4,473,000 | -1,019,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 40,288 | 190 | 5,492,000 | -857,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 40,098 | 132 | 6,349,000 | -193,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 39,966 | -389 | 6,542,000 | 265,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 40,355 | 579 | 6,277,000 | 222,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 39,776 | -333 | 6,055,000 | 958,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 40,109 | 1,864 | 5,097,000 | 1,415,000 | $127.08 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 38,245 | 1,159 | 3,682,000 | 194,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 37,086 | -3,609 | 3,488,000 | -176,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 40,695 | 40,695 | 3,664,000 | 3,664,000 | $90.04 |
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