News + Filings Holdings
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Modera Wealth Management, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 269,497 | 247,433 | 39,195,616,000 | 36,320,465,000 | $145,439.90 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 22,064 | 570 | 2,875,151,000 | -7,129,000 | $130,309.60 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 21,494 | 1,614 | 2,882,280,000 | 2,880,203,000 | $134,096.96 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 19,880 | -1,509 | 2,077,000 | -332,000 | $104.48 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 21,389 | 1,371 | 2,409,000 | -320,000 | $112.63 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 20,018 | -19,717 | 2,729,000 | -3,563,000 | $136.33 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 39,735 | 28,219 | 6,292,000 | 4,407,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 11,516 | 449 | 1,885,000 | 164,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 11,067 | 981 | 1,721,000 | 439,000 | $155.51 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 10,086 | 2,550 | 1,282,000 | 557,000 | $127.11 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 7,536 | 11 | 725,000 | 17,000 | $96.20 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 7,525 | -175 | 708,000 | 15,000 | $94.09 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 7,700 | 1,719 | 693,000 | -141,000 | $90.00 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 5,981 | 1,101 | 834,000 | 260,000 | $139.44 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 4,880 | 101 | 574,000 | 40,000 | $117.62 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 4,779 | 122 | 534,000 | 63,000 | $111.74 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 4,657 | -570 | 471,000 | -39,000 | $101.14 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 5,227 | 1,041 | 510,000 | 38,000 | $97.57 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 4,186 | 354 | 472,000 | 73,000 | $112.76 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 3,832 | 75 | 399,000 | -14,000 | $104.12 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 3,757 | -659 | 413,000 | -59,000 | $109.93 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 4,416 | 829 | 472,000 | 129,000 | $106.88 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 3,587 | 59 | 343,000 | 21,000 | $95.62 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 3,528 | -255 | 322,000 | -10,000 | $91.27 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 3,783 | 1 | 332,000 | 6,000 | $87.76 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 3,782 | 461 | 326,000 | 105,000 | $86.20 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 3,321 | -626 | 221,000 | -24,000 | $66.55 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 3,947 | 3,947 | 245,000 | 245,000 | $62.07 |
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