News + Filings Holdings
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Robertson Stephens Wealth Management, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 34,212 | 5,566 | 4,975,783,000 | 1,242,904,000 | $145,439.70 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 28,646 | 581 | 3,732,879,000 | -30,724,000 | $130,310.65 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 28,065 | 303 | 3,763,603,000 | 3,760,702,000 | $134,103.08 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 27,762 | 1,010 | 2,901,000 | -111,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 26,752 | -7,133 | 3,012,000 | -1,607,000 | $112.59 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 33,885 | 14,214 | 4,619,000 | 1,399,000 | $136.31 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 19,671 | -731 | 3,220,000 | 47,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 20,402 | -3,812 | 3,173,000 | -513,000 | $155.52 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 24,214 | 9,816 | 3,686,000 | 1,857,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 14,398 | -1,813 | 1,829,000 | 269,000 | $127.03 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 16,211 | 6,718 | 1,560,000 | 668,000 | $96.23 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 9,493 | -669 | 892,000 | -23,000 | $93.96 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 10,162 | 3,590 | 915,000 | 142,000 | $90.04 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 6,572 | 6,572 | 773,000 | 773,000 | $117.62 |
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