News + Filings Holdings
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9258 Wealth Management, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 29,658 | 728 | 4,313,433,000 | 543,625,000 | $145,439.11 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 28,930 | -165 | 3,769,808,000 | -131,876,000 | $130,307.92 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 29,095 | 1,629 | 3,901,684,000 | 3,898,814,000 | $134,101.53 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 27,466 | -1,513 | 2,870,000 | -393,000 | $104.49 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 28,979 | 875 | 3,263,000 | -568,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 28,104 | 1,000 | 3,831,000 | -461,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 27,104 | 1,299 | 4,292,000 | 68,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 25,805 | -306 | 4,224,000 | 163,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 26,111 | 826 | 4,061,000 | 212,000 | $155.53 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 25,285 | 207 | 3,849,000 | 662,000 | $152.22 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 25,078 | 2,830 | 3,187,000 | 1,006,000 | $127.08 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 22,248 | -689 | 2,181,000 | 24,000 | $98.03 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 22,937 | 669 | 2,157,000 | 50,000 | $94.04 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 22,268 | 1,182 | 2,107,000 | -832,000 | $94.62 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 21,086 | 6,157 | 2,939,000 | 1,182,000 | $139.38 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 14,929 | 902 | 1,757,000 | 189,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 14,027 | 1,207 | 1,568,000 | 270,000 | $111.78 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 12,820 | -37 | 1,298,000 | 43,000 | $101.25 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 12,857 | 12,857 | 1,255,000 | 1,255,000 | $97.61 |
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