News + Filings Holdings
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LIBERTY WEALTH MANAGEMENT LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 4,536 | -49 | 659,772,000 | 659,293,000 | $145,452.38 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 4,585 | 695 | 479,000 | 41,000 | $104.47 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 3,890 | 95 | 438,000 | -79,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 3,795 | 497 | 517,000 | -5,000 | $136.23 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 3,298 | 53 | 522,000 | -11,000 | $158.28 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 3,245 | 458 | 533,000 | 100,000 | $164.25 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 2,787 | -193 | 433,000 | 47,000 | $155.36 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 433,446 | 430,466 | 2,787,000 | 2,401,000 | $6.43 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 2,980 | 0 | 386,000 | 0 | $129.53 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 2,980 | 255 | 386,000 | 124,000 | $129.53 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 2,725 | -7 | 262,000 | 5,000 | $96.15 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 2,732 | -70 | 257,000 | 5,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 2,802 | 29 | 252,000 | -134,000 | $89.94 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 2,773 | 69 | 386,000 | 68,000 | $139.20 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 2,704 | 1,122 | 318,000 | 141,000 | $117.60 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 1,582 | 120 | 177,000 | 30,000 | $111.88 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 1,462 | -4 | 147,000 | 4,000 | $100.55 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 1,466 | 1,466 | 143,000 | 143,000 | $97.54 |
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