News + Filings Holdings
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Roundview Capital LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 51,353 | 1,629 | 7,468,800,000 | 989,232,000 | $145,440.38 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 49,724 | -808 | 6,479,568,000 | 6,474,287,000 | $130,310.67 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 50,532 | 341 | 5,281,000 | -371,000 | $104.51 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 50,191 | -608 | 5,652,000 | -1,273,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 50,799 | 150 | 6,925,000 | -1,095,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 50,649 | 1,114 | 8,020,000 | -88,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 49,535 | 228 | 8,108,000 | 439,000 | $163.68 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 49,307 | 1,101 | 7,669,000 | 331,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 48,206 | 636 | 7,338,000 | 1,293,000 | $152.22 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 47,570 | 1,208 | 6,045,000 | 1,582,000 | $127.08 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 46,362 | -688 | 4,463,000 | 37,000 | $96.26 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 47,050 | -4,854 | 4,426,000 | -247,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 51,904 | 2,131 | 4,673,000 | -2,265,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 49,773 | 2,696 | 6,938,000 | 1,398,000 | $139.39 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 47,077 | 576 | 5,540,000 | 342,000 | $117.68 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 46,501 | 2,629 | 5,198,000 | 757,000 | $111.78 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 43,872 | 152 | 4,441,000 | 173,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 43,720 | -980 | 4,268,000 | -776,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 44,700 | 849 | 5,044,000 | 475,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 43,851 | 8,126 | 4,569,000 | 640,000 | $104.19 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 35,725 | -3,624 | 3,929,000 | -279,000 | $109.98 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 39,349 | -19,625 | 4,208,000 | -1,182,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 36,120 | -22,854 | 3,450,000 | -1,940,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 58,974 | 2,874 | 5,390,000 | 462,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 56,100 | 4,908 | 4,928,000 | 511,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 51,192 | 0 | 4,417,000 | 1,008,000 | $86.28 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 51,192 | -40 | 3,409,000 | 225,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 51,232 | 22,493 | 3,184,000 | 1,698,000 | $62.15 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 51,182 | 22,443 | 3,031,000 | 1,545,000 | $59.22 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 45,932 | 13,875 | 3,033,000 | 1,102,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 45,762 | 13,705 | 2,790,000 | 859,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 31,727 | -330 | 2,150,000 | 219,000 | $67.77 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 31,432 | -625 | 1,904,000 | -27,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 33,197 | 1,140 | 2,077,000 | 146,000 | $62.57 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 32,057 | 3,318 | 1,931,000 | 445,000 | $60.24 |
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