News + Filings Holdings
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BAKER TILLY WEALTH MANAGEMENT, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | JPMORGAN CHASE & CO | JPM | 22,643 | -12,740 | 3,283,631,000 | -1,461,232,000 | $145,017.49 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 35,383 | 4,702 | 4,744,863,000 | 4,741,408,000 | $134,100.08 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 30,681 | 713 | 3,455,000 | -630,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 29,968 | -491 | 4,085,000 | -738,000 | $136.31 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 30,459 | 2,136 | 4,823,000 | 187,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 28,323 | 890 | 4,636,000 | 369,000 | $163.68 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 27,433 | 456 | 4,267,000 | 160,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 26,977 | 10,129 | 4,107,000 | 1,966,000 | $152.24 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 16,848 | 16,848 | 2,141,000 | 2,141,000 | $127.08 |
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