News + Filings Holdings
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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 5,324 | -23 | 774,254,000 | 77,507,000 | $145,427.12 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 5,347 | 5,347 | 696,747,000 | 696,747,000 | $130,306.15 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 0 | -33,635 | 0 | -3,515,000 | |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 33,635 | 1,227 | 3,515,000 | -134,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 32,408 | 1,534 | 3,649,000 | -560,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 30,874 | 576 | 4,209,000 | -589,000 | $136.33 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 30,298 | 5,575 | 4,798,000 | 751,000 | $158.36 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 24,723 | 182 | 4,047,000 | 230,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 24,541 | 148 | 3,817,000 | 104,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 24,393 | 148 | 3,713,000 | 632,000 | $152.22 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 24,245 | -49 | 3,081,000 | 742,000 | $127.08 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 24,294 | 1,526 | 2,339,000 | 197,000 | $96.28 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 22,768 | 22,188 | 2,142,000 | 2,090,000 | $94.08 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 580 | 1 | 52,000 | -29,000 | $89.66 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 579 | 579 | 81,000 | 81,000 | $139.90 |
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