News + Filings Holdings
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Transamerica Financial Advisors, Inc.
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 28,623 | 1,734 | 4,163,000 | 557,000 | $145.44 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 26,889 | 1,366 | 3,606,000 | 938,000 | $134.11 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 25,523 | 6,718 | 2,668,000 | 550,000 | $104.53 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 18,805 | 18,800 | 2,118,000 | 2,117,000 | $112.63 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 5 | 0 | 1,000 | 0 | $200.00 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 5 | 0 | 1,000 | 0 | $200.00 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 5 | -2 | 1,000 | -1,000 | $200.00 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 7 | 1 | 2,000 | 1,000 | $285.71 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 6 | -5 | 1,000 | 0 | $166.67 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 11 | -2,293 | 1,000 | -216,000 | $90.91 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 2,304 | 2,304 | 217,000 | 217,000 | $94.18 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 0 | -1,986 | 0 | -222,000 | |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 1,986 | 1,986 | 222,000 | 222,000 | $111.78 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 0 | -1,054 | 0 | -103,000 | |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 1,054 | 375 | 103,000 | 26,000 | $97.72 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 679 | 663 | 77,000 | 75,000 | $113.40 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 16 | 16 | 2,000 | 2,000 | $125.00 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 0 | -650 | 0 | -39,000 | |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 650 | -100 | 39,000 | -1,000 | $60.00 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 950 | 0 | 63,000 | 5,000 | $66.32 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 950 | -1 | 58,000 | -7,000 | $61.05 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 951 | 0 | 65,000 | 7,000 | $68.35 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 951 | 99 | 58,000 | 4,000 | $60.99 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 852 | 202 | 54,000 | 20,000 | $63.38 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 852 | 202 | 52,000 | 18,000 | $61.03 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 651 | 1 | 38,000 | 4,000 | $58.37 |
| 03/31/2014 | JPMORGAN CHASE & CO | JPM | 3,551 | 2,901 | 216,000 | 182,000 | $60.83 |
| 12/31/2013 | JPMORGAN CHASE & CO | JPM | 650 | 0 | 39,000 | 5,000 | $60.00 |
| 09/30/2013 | JPMORGAN CHASE & CO | JPM | 650 | -100 | 34,000 | -6,000 | $52.31 |
| 06/30/2013 | JPMORGAN CHASE & CO | JPM | 750 | 0 | 40,000 | 7,000 | $53.33 |
| 03/31/2013 | JPMORGAN CHASE & CO | JPM | 350 | -400 | 17,000 | -16,000 | $48.57 |
| 12/31/2012 | JPMORGAN CHASE & CO | JPM | 750 | 0 | 33,000 | 2,000 | $44.00 |
| 09/30/2012 | JPMORGAN CHASE & CO | JPM | 750 | 273 | 31,000 | 13,000 | $41.33 |
| 06/30/2012 | JPMORGAN CHASE & CO | JPM | 477 | -10,717 | 18,000 | -497,000 | $37.74 |
| 03/31/2012 | JPMORGAN CHASE & CO | JPM | 11,194 | 11,194 | 515,000 | 515,000 | $46.01 |
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