News + Filings Holdings
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EVERGREEN CAPITAL MANAGEMENT LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 134,461 | 82 | 19,556,051,000 | 2,045,138,000 | $145,440.32 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 134,379 | -21,310 | 17,510,913,000 | 17,494,643,000 | $130,309.89 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 155,689 | 21,303 | 16,270,000 | 1,137,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 134,386 | 9,920 | 15,133,000 | -1,834,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 124,466 | 4,267 | 16,967,000 | -2,066,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 120,199 | 5,932 | 19,033,000 | 329,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 114,267 | 13,052 | 18,704,000 | 2,961,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 101,215 | 3,324 | 15,743,000 | 841,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 97,891 | -10,346 | 14,902,000 | 1,148,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 108,237 | 18,137 | 13,754,000 | 5,080,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 90,100 | 10,960 | 8,674,000 | 1,230,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 79,140 | 10,074 | 7,444,000 | 1,226,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 69,066 | 41,840 | 6,218,000 | 2,423,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 27,226 | 5,155 | 3,795,000 | 1,197,000 | $139.39 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 22,071 | 590 | 2,598,000 | 196,000 | $117.71 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 21,481 | 480 | 2,402,000 | 276,000 | $111.82 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 21,001 | 1,205 | 2,126,000 | 193,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 19,796 | 1,690 | 1,933,000 | -110,000 | $97.65 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 18,106 | 1,098 | 2,043,000 | 271,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 17,008 | -397 | 1,772,000 | -142,000 | $104.19 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 17,405 | 6,047 | 1,914,000 | 699,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 11,358 | -4,839 | 1,215,000 | -332,000 | $106.97 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 16,197 | 6,397 | 1,547,000 | 651,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 9,800 | 3,798 | 896,000 | 369,000 | $91.43 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 6,002 | -964 | 527,000 | -74,000 | $87.80 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 6,966 | -270 | 601,000 | 119,000 | $86.28 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 7,236 | 0 | 482,000 | 32,000 | $66.61 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 7,236 | -84,742 | 450,000 | -4,304,000 | $62.19 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 6,786 | -85,192 | 402,000 | -4,352,000 | $59.24 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 6,906 | -85,072 | 456,000 | -4,298,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 7,116 | -54,770 | 434,000 | -3,759,000 | $60.99 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 61,886 | -30,092 | 4,193,000 | -561,000 | $67.75 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 62,791 | -29,187 | 3,804,000 | -950,000 | $60.58 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 62,766 | 0 | 3,781,000 | 0 | $60.24 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 62,766 | -29,212 | 3,781,000 | -973,000 | $60.24 |
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