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Gradient Capital Advisors, LLC
> JPM
Date | Name | Ticker | Shares | Change | Value | Change | Price |
12/31/2022 | JPMORGAN CHASE & CO | JPM | 25,085 | -10 | 3,363,922,000 | 3,361,300,000 | $134,100.94 |
09/30/2022 | JPMORGAN CHASE & CO | JPM | 25,095 | 1,676 | 2,622,000 | -15,000 | $104.48 |
06/30/2022 | JPMORGAN CHASE & CO | JPM | 23,419 | -180 | 2,637,000 | -580,000 | $112.60 |
03/31/2022 | JPMORGAN CHASE & CO | JPM | 23,599 | -251 | 3,217,000 | -560,000 | $136.32 |
12/31/2021 | JPMORGAN CHASE & CO | JPM | 23,850 | 1,297 | 3,777,000 | 269,000 | $158.36 |
06/30/2021 | JPMORGAN CHASE & CO | JPM | 22,553 | 216 | 3,508,000 | 108,000 | $155.54 |
03/31/2021 | JPMORGAN CHASE & CO | JPM | 22,337 | 565 | 3,400,000 | 633,000 | $152.21 |
12/31/2020 | JPMORGAN CHASE & CO | JPM | 21,772 | -1,139 | 2,767,000 | 561,000 | $127.09 |
09/30/2020 | JPMORGAN CHASE & CO | JPM | 22,911 | 2,800 | 2,206,000 | 314,000 | $96.29 |
06/30/2020 | JPMORGAN CHASE & CO | JPM | 20,111 | 1,419 | 1,892,000 | 209,000 | $94.08 |
03/31/2020 | JPMORGAN CHASE & CO | JPM | 18,692 | 1,097 | 1,683,000 | -770,000 | $90.04 |
12/31/2019 | JPMORGAN CHASE & CO | JPM | 17,595 | 556 | 2,453,000 | 448,000 | $139.41 |
09/30/2019 | JPMORGAN CHASE & CO | JPM | 17,039 | 213 | 2,005,000 | 124,000 | $117.67 |
06/30/2019 | JPMORGAN CHASE & CO | JPM | 16,826 | 2,980 | 1,881,000 | 479,000 | $111.79 |
03/31/2019 | JPMORGAN CHASE & CO | JPM | 13,846 | 757 | 1,402,000 | 124,000 | $101.26 |
12/31/2018 | JPMORGAN CHASE & CO | JPM | 13,089 | 693 | 1,278,000 | -121,000 | $97.64 |
09/30/2018 | JPMORGAN CHASE & CO | JPM | 12,396 | 335 | 1,399,000 | 142,000 | $112.86 |
06/30/2018 | JPMORGAN CHASE & CO | JPM | 12,061 | 1,645 | 1,257,000 | 112,000 | $104.22 |
03/31/2018 | JPMORGAN CHASE & CO | JPM | 10,416 | 47 | 1,145,000 | 36,000 | $109.93 |
12/31/2017 | JPMORGAN CHASE & CO | JPM | 10,369 | 10,369 | 1,109,000 | 1,109,000 | $106.95 |
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