News + Filings Holdings
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WETHERBY ASSET MANAGEMENT INC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 93,334 | 1,560 | 13,574,518,000 | 1,615,448,000 | $145,440.23 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 91,774 | 8,771 | 11,959,070,000 | 11,950,396,000 | $130,310.00 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 83,003 | -449 | 8,674,000 | -723,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 83,452 | 8,053 | 9,397,000 | -881,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 75,399 | 2,338 | 10,278,000 | -1,681,000 | $136.31 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 73,061 | 1,537 | 11,959,000 | 834,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 71,524 | 6,679 | 11,125,000 | 1,254,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 64,845 | -6,189 | 9,871,000 | 844,000 | $152.22 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 71,034 | 4,271 | 9,027,000 | 2,600,000 | $127.08 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 66,763 | -497 | 6,427,000 | 101,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 67,260 | -161 | 6,326,000 | 256,000 | $94.05 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 67,421 | 1,312 | 6,070,000 | -3,146,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 66,109 | -302 | 9,216,000 | 1,400,000 | $139.41 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 66,411 | 533 | 7,816,000 | 451,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 65,878 | 2,466 | 7,365,000 | 946,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 63,412 | 1,457 | 6,419,000 | 371,000 | $101.23 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 61,955 | -1,554 | 6,048,000 | -1,119,000 | $97.62 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 63,509 | 341 | 7,167,000 | 585,000 | $112.85 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 63,168 | 691 | 6,582,000 | -289,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 62,477 | 1,463 | 6,871,000 | 346,000 | $109.98 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 61,014 | 1,388 | 6,525,000 | 830,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 59,626 | 915 | 5,695,000 | 329,000 | $95.51 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 58,711 | 2,340 | 5,366,000 | 501,000 | $91.40 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 56,371 | 1,150 | 4,865,000 | 1,188,000 | $86.30 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 55,221 | 3,356 | 3,677,000 | 454,000 | $66.59 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 51,865 | 1,808 | 3,223,000 | 259,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 50,057 | 8,648 | 2,964,000 | 824,000 | $59.21 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 51,307 | 9,898 | 3,388,000 | 1,248,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 50,778 | 2,471 | 3,096,000 | -177,000 | $60.97 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 48,307 | 2,554 | 3,273,000 | 502,000 | $67.75 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 45,753 | 0 | 2,771,000 | -92,000 | $60.56 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 45,753 | 4,354 | 2,863,000 | 369,000 | $62.58 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 41,399 | 2,231 | 2,494,000 | 237,000 | $60.24 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 39,168 | -2,241 | 2,257,000 | 117,000 | $57.62 |
| 03/31/2014 | JPMORGAN CHASE & CO | JPM | 40,921 | -488 | 2,485,000 | 345,000 | $60.73 |
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