News + Filings Holdings
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Circle Wealth Management, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 75,331 | 336 | 10,956,111,000 | 1,183,454,000 | $145,439.61 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 74,995 | -14,744 | 9,772,657,000 | 9,763,279,000 | $130,310.78 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 89,739 | -1,685 | 9,378,000 | -917,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 91,424 | 2,061 | 10,295,000 | -1,887,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 89,363 | 2,880 | 12,182,000 | -1,513,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 86,483 | 774 | 13,695,000 | -335,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 85,709 | -2,116 | 14,030,000 | 370,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 87,825 | 1,673 | 13,660,000 | 545,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 86,152 | -13,216 | 13,115,000 | 488,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 99,368 | 7,428 | 12,627,000 | 3,979,000 | $127.07 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 91,940 | 874 | 8,648,000 | 498,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 91,066 | 9,142 | 8,150,000 | -3,270,000 | $89.50 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 81,924 | 155 | 11,420,000 | 1,797,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 81,769 | 27,490 | 9,623,000 | 3,555,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 54,279 | -22,377 | 6,068,000 | -1,692,000 | $111.79 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 76,656 | 24,115 | 7,760,000 | 2,631,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 52,541 | 876 | 5,129,000 | -701,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 51,665 | 33 | 5,830,000 | 450,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 51,632 | 6,084 | 5,380,000 | 371,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 45,548 | 6,721 | 5,009,000 | 857,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 38,827 | 936 | 4,152,000 | 533,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 37,891 | 3,035 | 3,619,000 | 433,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 34,856 | 34,856 | 3,186,000 | 3,186,000 | $91.40 |
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