News + Filings Holdings
|
LYELL WEALTH MANAGEMENT, LP
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 86,969 | 1,137 | 12,648,793,000 | 1,464,016,000 | $145,440.25 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 85,832 | -1,946 | 11,184,777,000 | -586,253,000 | $130,310.11 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 87,778 | 3,343 | 11,771,030,000 | 11,761,522,000 | $134,100.00 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 84,435 | -507 | 9,508,000 | -2,071,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 84,942 | -655 | 11,579,000 | -1,975,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 85,597 | 5,212 | 13,554,000 | 1,317,000 | $158.35 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 80,385 | 7,326 | 12,237,000 | 2,953,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 73,059 | 3,089 | 9,284,000 | 2,548,000 | $127.08 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 69,970 | -401 | 6,736,000 | 117,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 70,371 | 4,776 | 6,619,000 | 713,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 65,595 | 2,042 | 5,906,000 | -2,953,000 | $90.04 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 63,553 | 1,912 | 8,859,000 | 1,604,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 61,641 | 1,757 | 7,255,000 | 560,000 | $117.70 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 59,884 | 1,173 | 6,695,000 | 752,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 58,711 | 1,625 | 5,943,000 | 370,000 | $101.22 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 57,086 | 705 | 5,573,000 | -789,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 56,381 | -262 | 6,362,000 | 460,000 | $112.84 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 56,643 | 190 | 5,902,000 | -306,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 56,453 | 376 | 6,208,000 | 211,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 56,077 | 30 | 5,997,000 | 644,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 56,047 | 860 | 5,353,000 | 309,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 55,187 | 6,695 | 5,044,000 | 784,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 48,492 | 2,961 | 4,260,000 | 331,000 | $87.85 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 45,531 | 45,531 | 3,929,000 | 3,929,000 | $86.29 |
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