News + Filings Holdings
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CONCENTRIC WEALTH MANAGEMENT, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 42,582 | 42,582 | 6,193,126,000 | 6,193,126,000 | $145,440.00 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 0 | -42,680 | 0 | -5,723,388,000 | |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 42,680 | -5 | 5,723,388,000 | 5,718,927,000 | $134,100.00 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 42,685 | 446 | 4,461,000 | -296,000 | $104.51 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 42,239 | 810 | 4,757,000 | -891,000 | $112.62 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 41,429 | 448 | 5,648,000 | -841,000 | $136.33 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 40,981 | -134 | 6,489,000 | -241,000 | $158.34 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 41,115 | 128 | 6,730,000 | 355,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 40,987 | 267 | 6,375,000 | 176,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 40,720 | 300 | 6,199,000 | 1,063,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 40,420 | 725 | 5,136,000 | 1,315,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 39,695 | 606 | 3,821,000 | 144,000 | $96.26 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 39,089 | 3,750 | 3,677,000 | 495,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 35,339 | 4,130 | 3,182,000 | -1,169,000 | $90.04 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 31,209 | 979 | 4,351,000 | 793,000 | $139.41 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 30,230 | 30 | 3,558,000 | 182,000 | $117.70 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 30,200 | 435 | 3,376,000 | 363,000 | $111.79 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 29,765 | 1,081 | 3,013,000 | 213,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 28,684 | 1,125 | 2,800,000 | -310,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 27,559 | -950 | 3,110,000 | 139,000 | $112.85 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 28,509 | -69 | 2,971,000 | -172,000 | $104.21 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 28,578 | -370 | 3,143,000 | 47,000 | $109.98 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 28,948 | -1,251 | 3,096,000 | 212,000 | $106.95 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 30,199 | -134 | 2,884,000 | 112,000 | $95.50 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 30,333 | 200 | 2,772,000 | 125,000 | $91.39 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 30,133 | 30,133 | 2,647,000 | 2,647,000 | $87.84 |
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