News + Filings Holdings
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TrinityPoint Wealth, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 25,974 | 1,385 | 3,777,665,000 | 480,257,000 | $145,440.25 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 24,589 | 365 | 3,297,408,000 | 3,294,877,000 | $134,100.94 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 24,224 | -12,104 | 2,531,000 | -1,560,000 | $104.48 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 36,328 | 160 | 4,091,000 | -839,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 36,168 | 2,972 | 4,930,000 | -327,000 | $136.31 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 33,196 | -311 | 5,257,000 | -228,000 | $158.36 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 33,507 | -42 | 5,485,000 | 267,000 | $163.70 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 33,549 | -583 | 5,218,000 | 22,000 | $155.53 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 34,132 | -797 | 5,196,000 | 600,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 34,929 | -1,258 | 4,596,000 | 1,112,000 | $131.58 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 36,187 | 1,998 | 3,484,000 | 268,000 | $96.28 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 34,189 | -1,804 | 3,216,000 | -24,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 35,993 | 11,628 | 3,240,000 | -156,000 | $90.02 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 24,365 | -1,457 | 3,396,000 | 70,000 | $139.38 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 25,822 | 8,735 | 3,326,000 | 1,330,000 | $128.80 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 17,087 | -10,790 | 1,996,000 | -826,000 | $116.81 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 27,877 | 5,811 | 2,822,000 | 668,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 22,066 | 22,066 | 2,154,000 | 2,154,000 | $97.62 |
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