News + Filings Holdings
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Alera Investment Advisors, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | JPMORGAN CHASE & CO | JPM | 8,194 | -1,422 | 1,188,339,000 | -101,260,000 | $145,025.51 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 9,616 | -420 | 1,289,599,000 | 1,288,549,000 | $134,109.71 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 10,036 | -1,059 | 1,050,000 | -200,000 | $104.62 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 11,095 | -459 | 1,250,000 | -326,000 | $112.66 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 11,554 | 6,559 | 1,576,000 | 785,000 | $136.40 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 4,995 | -526 | 791,000 | -105,000 | $158.36 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 5,521 | -860 | 896,000 | -85,000 | $162.29 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 6,381 | 131 | 981,000 | 30,000 | $153.74 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 6,250 | -19 | 951,000 | 154,000 | $152.16 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 6,269 | 1,356 | 797,000 | 324,000 | $127.13 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 4,913 | 138 | 473,000 | 24,000 | $96.28 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 4,775 | -119 | 449,000 | 8,000 | $94.03 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 4,894 | -428 | 441,000 | -301,000 | $90.11 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 5,322 | -1,508 | 742,000 | -62,000 | $139.42 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 6,830 | -12 | 804,000 | 39,000 | $117.72 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 6,842 | 489 | 765,000 | 122,000 | $111.81 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 6,353 | -832 | 643,000 | -58,000 | $101.21 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 7,185 | 7,185 | 701,000 | 701,000 | $97.56 |
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