News + Filings Holdings
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WHALEROCK POINT PARTNERS, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 49,675 | -211 | 7,224,681,000 | 724,000,000 | $145,438.97 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 49,886 | 257 | 6,500,681,000 | -154,567,000 | $130,310.73 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 49,629 | 1,352 | 6,655,248,000 | 6,650,203,000 | $134,099.98 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 48,277 | 452 | 5,045,000 | -341,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 47,825 | 923 | 5,386,000 | -6,388,310,000 | $112.62 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 46,902 | 1,667 | 6,393,696,000 | 6,386,532,959 | $136,320.33 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 45,235 | 1,501 | 7,163,041 | 4,041 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 43,734 | 3,024 | 7,159,000 | 1,986,000 | $163.69 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 40,710 | 36,575 | 5,173,000 | -4,129,393,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 4,135 | -38,566 | 4,134,566,000 | 4,130,550,000 | $999,895.04 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 42,701 | 2,231 | 4,016,000 | 372,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 40,470 | 1,912 | 3,644,000 | -1,731,000 | $90.04 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 38,558 | -2,880 | 5,375,000 | 498,000 | $139.40 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 41,438 | 456 | 4,877,000 | 295,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 40,982 | -425 | 4,582,000 | 390,000 | $111.81 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 41,407 | 4,017 | 4,192,000 | 542,000 | $101.24 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 37,390 | -1,386 | 3,650,000 | -725,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 38,776 | -17,924 | 4,375,000 | -1,860,000 | $112.83 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 38,603 | -18,097 | 4,022,000 | -2,213,000 | $104.19 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 56,700 | 105 | 6,235,000 | 182,000 | $109.96 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 56,595 | 1,705 | 6,053,000 | 810,000 | $106.95 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 54,890 | 143 | 5,243,000 | 239,000 | $95.52 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 54,747 | -1,615 | 5,004,000 | 53,000 | $91.40 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 56,362 | -922 | 4,951,000 | 8,000 | $87.84 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 57,284 | 57,284 | 4,943,000 | 4,943,000 | $86.29 |
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