WELCH & FORBES LLC – JPMorgan Chase & Co. Transaction History
WELCH & FORBES LLC portfolio value:
$76.87M
portfolio value
WELCH & FORBES LLC quarter portfolio value change:
-7.20%
quarter
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.68% | 4.98K shares | -5.40M | $104.5 | 735.64K |
| Q2 2022 | share | Decrease | -0.08% | -549 shares | -17.39M | $112.61 | 730.65K |
| Q1 2022 | share | Increase | +2.21% | 15.80K shares | -13.60M | $136.32 | 731.20K |
| Q4 2021 | share | Increase | +0.88% | 6.24K shares | -2.79M | $158.48 | 715.39K |
| Q3 2021 | share | Decrease | -1.60% | -11.54K shares | 3.98M | $162.73 | 709.15K |
| Q2 2021 | share | Increase | +2.20% | 15.49K shares | 4.74M | $153.74 | 720.69K |
| Q1 2021 | share | Increase | +0.73% | 5.10K shares | 18.39M | $149.59 | 705.19K |
| Q4 2020 | share | Increase | +0.45% | 3.15K shares | 21.86M | $123.98 | 700.08K |
| Q3 2020 | share | Increase | +4.43% | 29.57K shares | 4.32M | $93.08 | 696.93K |
| Q2 2020 | share | Increase | +3.69% | 23.72K shares | 4.82M | $90.07 | 667.36K |
| Q1 2020 | share | Decrease | -0.50% | -3.20K shares | -32.22M | $85.3 | 643.63K |
| Q4 2019 | share | Increase | +0.46% | 2.99K shares | 14.39M | $131.22 | 646.84K |
| Q3 2019 | share | Increase | +0.50% | 3.23K shares | 4.15M | $109.9 | 643.85K |
| Q2 2019 | share | Increase | +2.63% | 16.42K shares | 8.43M | $103.67 | 640.62K |
| Q1 2019 | share | Increase | +1.63% | 10.00K shares | 3.23M | $93.16 | 624.19K |
| Q4 2018 | share | Increase | +0.76% | 4.64K shares | -8.82M | $89.1 | 614.19K |
| Q3 2018 | share | Increase | +0.89% | 5.39K shares | 5.83M | $102.28 | 609.54K |
| Q2 2018 | share | Increase | +1.53% | 9.08K shares | -2.48M | $93.95 | 604.15K |
| Q1 2018 | share | Increase | +0.23% | 1.37K shares | 1.94M | $98.65 | 595.06K |
| Q4 2017 | share | Decrease | -0.28% | -1.66K shares | 6.62M | $95.45 | 593.69K |
| Q3 2017 | share | Increase | +1.85% | 10.79K shares | 3.43M | $84.75 | 595.35K |
| Q2 2017 | share | Increase | +9.46% | 50.54K shares | 6.52M | $80.67 | 584.56K |
| Q1 2017 | share | Decrease | -0.11% | -576 shares | 778K | $77.09 | 534.01K |
| Q4 2016 | share | Increase | +2.62% | 13.67K shares | 11.44M | $75.31 | 534.59K |
| Q3 2016 | share | Decrease | -2.16% | -11.52K shares | 1.60M | $57.7 | 520.92K |
| Q2 2016 | share | Increase | +3.25% | 16.73K shares | 2.54M | $53.43 | 532.44K |
| Q1 2016 | share | Decrease | -0.45% | -2.30K shares | -3.66M | $50.54 | 515.70K |