News + Filings Holdings
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Monterey Private Wealth, Inc.
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | JPMORGAN CHASE & CO | JPM | 7,632 | -700 | 1,106,856,000 | -104,929,000 | $145,028.30 |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 8,332 | 96 | 1,211,785,000 | 107,330,000 | $145,437.47 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 8,236 | 4,463 | 1,104,455,000 | 1,104,054,000 | $134,100.90 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 3,773 | -547 | 401,000 | -86,000 | $106.28 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 4,320 | 266 | 487,000 | -155,000 | $112.73 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 4,054 | -579 | 642,000 | -139,000 | $158.36 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 4,633 | -87 | 781,000 | 47,000 | $168.57 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 4,720 | 486 | 734,000 | 97,000 | $155.51 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 4,234 | -107 | 637,000 | 85,000 | $150.45 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 4,341 | 4,341 | 552,000 | 552,000 | $127.16 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 4,757 | 4,757 | 458,000 | 458,000 | $96.28 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 4,329 | 4,329 | 407,000 | 407,000 | $94.02 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 3,729 | -429 | 336,000 | -244,000 | $90.10 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 4,158 | 4,158 | 580,000 | 580,000 | $139.49 |
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