News + Filings Holdings
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WMS Partners, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 19,584 | -3,408 | 2,848,319,000 | -234,868,000 | $145,441.13 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 22,992 | 2,416 | 3,083,187,000 | 3,081,037,000 | $134,098.25 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 20,576 | 540 | 2,150,000 | -106,000 | $104.49 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 20,036 | -98 | 2,256,000 | -489,000 | $112.60 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 20,134 | 175 | 2,745,000 | -415,000 | $136.34 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 19,959 | 126 | 3,160,000 | -86,000 | $158.32 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 19,833 | -668 | 3,246,000 | 57,000 | $163.67 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 20,501 | 929 | 3,189,000 | 702,000 | $155.55 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 19,572 | -162 | 2,487,000 | 587,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 19,734 | 4 | 1,900,000 | 44,000 | $96.28 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 19,730 | -316 | 1,856,000 | 51,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 20,046 | 1,598 | 1,805,000 | -767,000 | $90.04 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 18,448 | 18,448 | 2,572,000 | 2,572,000 | $139.42 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 0 | -15,788 | 0 | -1,765,000 | |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 15,788 | 2,134 | 1,765,000 | 383,000 | $111.79 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 13,654 | 172 | 1,382,000 | 66,000 | $101.22 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 13,482 | 13,482 | 1,316,000 | 1,316,000 | $97.61 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 0 | -12,613 | 0 | -1,314,000 | |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 12,613 | -848 | 1,314,000 | -166,000 | $104.18 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 13,461 | 11 | 1,480,000 | 42,000 | $109.95 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 13,450 | 13,450 | 1,438,000 | 1,438,000 | $106.91 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 0 | -21,810 | 0 | -1,313,000 | |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 0 | -21,810 | 0 | -1,313,000 | |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 21,810 | 1,278 | 1,313,000 | 230,000 | $60.20 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 20,742 | -1,500 | 1,195,000 | -155,000 | $57.61 |
| 03/31/2014 | JPMORGAN CHASE & CO | JPM | 22,242 | 2,510 | 1,350,000 | 196,000 | $60.70 |
| 12/31/2013 | JPMORGAN CHASE & CO | JPM | 19,732 | 1,775 | 1,154,000 | 226,000 | $58.48 |
| 09/30/2013 | JPMORGAN CHASE & CO | JPM | 17,957 | -2,575 | 928,000 | -155,000 | $51.68 |
| 06/30/2013 | JPMORGAN CHASE & CO | JPM | 20,532 | 3,252 | 1,083,000 | 323,000 | $52.75 |
| 03/31/2013 | JPMORGAN CHASE & CO | JPM | 17,030 | -250 | 808,000 | 48,000 | $47.45 |
| 12/31/2012 | JPMORGAN CHASE & CO | JPM | 17,280 | 300 | 760,000 | 73,000 | $43.98 |
| 09/30/2012 | JPMORGAN CHASE & CO | JPM | 16,980 | -2,412 | 687,000 | -2,000 | $40.46 |
| 06/30/2012 | JPMORGAN CHASE & CO | JPM | 19,392 | 1,112 | 689,000 | -152,000 | $35.53 |
| 03/31/2012 | JPMORGAN CHASE & CO | JPM | 18,280 | 7,440 | 841,000 | 514,000 | $46.01 |
| 12/31/2011 | JPMORGAN CHASE & CO | JPM | 10,715 | -125 | 356,000 | 29,000 | $33.22 |
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