News + Filings Holdings
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PHILLIPS FINANCIAL MANAGEMENT, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 15,569 | 108 | 2,264,317,000 | 249,648,000 | $145,437.54 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 15,461 | 60 | 2,014,669,000 | -50,664,000 | $130,306.51 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 15,401 | 179 | 2,065,333,000 | 2,063,742,000 | $134,103.82 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 15,222 | 659 | 1,591,000 | -49,000 | $104.52 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 14,563 | 233 | 1,640,000 | -313,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 14,330 | -3 | 1,953,000 | -317,000 | $136.29 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 14,333 | 3 | 2,270,000 | -76,000 | $158.38 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 14,330 | 11 | 2,346,000 | 119,000 | $163.71 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 14,319 | 1,000 | 2,227,000 | 535,000 | $155.53 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 13,319 | -968 | 1,692,000 | 317,000 | $127.04 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 14,287 | 16 | 1,375,000 | 33,000 | $96.24 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 14,271 | 1,001 | 1,342,000 | 223,000 | $94.04 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 13,270 | -121 | 1,119,000 | -748,000 | $84.33 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 13,391 | 34 | 1,867,000 | 295,000 | $139.42 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 13,357 | -93 | 1,572,000 | 43,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 13,450 | 60 | 1,529,000 | 128,000 | $113.68 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 13,390 | 14 | 1,401,000 | 95,000 | $104.63 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 13,376 | 14 | 1,306,000 | -211,000 | $97.64 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 13,362 | -79 | 1,517,000 | 105,000 | $113.53 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 13,441 | 10 | 1,412,000 | -53,000 | $105.05 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 13,431 | 8 | 1,465,000 | 11,000 | $109.08 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 13,423 | -757 | 1,454,000 | 100,000 | $108.32 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 14,180 | 152 | 1,354,000 | 52,000 | $95.49 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 14,028 | 294 | 1,302,000 | 143,000 | $92.81 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 13,734 | 239 | 1,159,000 | -16,000 | $84.39 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 13,495 | -663 | 1,175,000 | 271,000 | $87.07 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 14,071 | -87 | 950,000 | 46,000 | $67.51 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 14,158 | 14,158 | 904,000 | 904,000 | $63.85 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 14,694 | 13 | 880,000 | 38,000 | $59.89 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 14,681 | 14 | 842,000 | -68,000 | $57.35 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 14,667 | 1,576 | 910,000 | 3,000 | $62.04 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 13,091 | -115 | 907,000 | 72,000 | $69.28 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 13,206 | 14 | 835,000 | 56,000 | $63.23 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 13,192 | -771 | 779,000 | -38,000 | $59.05 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 13,963 | -87 | 817,000 | 36,000 | $58.51 |
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