News + Filings Holdings
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Octavia Wealth Advisors, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 23,901 | 1,350 | 3,476,097,000 | 451,962,000 | $145,437.30 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 22,551 | 1,763 | 3,024,135,000 | 3,021,794,000 | $134,102.04 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 20,788 | 1,097 | 2,341,000 | -343,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 19,691 | 945 | 2,684,000 | -284,000 | $136.31 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 18,746 | 1,191 | 2,968,000 | 92,000 | $158.33 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 17,555 | -757 | 2,876,000 | 28,000 | $163.83 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 18,312 | 346 | 2,848,000 | 113,000 | $155.53 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 17,966 | 17,966 | 2,735,000 | 2,735,000 | $152.23 |
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