News + Filings Holdings
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NAPLES GLOBAL ADVISORS, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 66,010 | 7,072 | 9,600,520,000 | 9,593,883,000 | $145,440.39 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 58,938 | 3,819 | 6,637,000 | -877,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 55,119 | 3,322 | 7,514,000 | -688,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 51,797 | 782 | 8,202,000 | -149,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 51,015 | 80 | 8,351,000 | 429,000 | $163.70 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 50,935 | 1,038 | 7,922,000 | 326,000 | $155.53 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 49,897 | 21,912 | 7,596,000 | 4,040,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 27,985 | 1,098 | 3,556,000 | 968,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 26,887 | 1,729 | 2,588,000 | 222,000 | $96.25 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 25,158 | 3,493 | 2,366,000 | 415,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 21,665 | 2,528 | 1,951,000 | -717,000 | $90.05 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 19,137 | 807 | 2,668,000 | 511,000 | $139.42 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 18,330 | -199 | 2,157,000 | 85,000 | $117.68 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 18,529 | 435 | 2,072,000 | 240,000 | $111.82 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 18,094 | 1,816 | 1,832,000 | 198,000 | $101.25 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 16,278 | 2,621 | 1,634,000 | 211,000 | $100.38 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 13,783 | 126 | 1,555,000 | 132,000 | $112.82 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 13,657 | 1,819 | 1,423,000 | 121,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 11,838 | 130 | 1,302,000 | 50,000 | $109.98 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 11,708 | 750 | 1,252,000 | 205,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 10,958 | 722 | 1,047,000 | 111,000 | $95.55 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 10,236 | 10,236 | 936,000 | 936,000 | $91.44 |
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