CALTON & ASSOCIATES, INC. – JPMorgan Chase & Co. Transaction History
CALTON & ASSOCIATES, INC. portfolio value:
$671,000
portfolio value
CALTON & ASSOCIATES, INC. 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 | Decrease | -14.19% | -1.06K shares | -172K | $104.5 | 6.42K |
| Q2 2022 | share | Decrease | -48.45% | -7.04K shares | -461K | $112.61 | 7.49K |
| Q1 2022 | share | Decrease | -11.90% | -1.96K shares | -521K | $136.32 | 14.53K |
| Q4 2021 | share | Decrease | -6.80% | -1.20K shares | -259K | $158.48 | 16.49K |
| Q3 2021 | share | Increase | +46.08% | 5.58K shares | 194K | $162.73 | 17.69K |
| Q2 2021 | share | Decrease | -38.29% | -7.51K shares | -343K | $153.74 | 12.11K |
| Q1 2021 | share | Increase | +12.52% | 2.18K shares | 16K | $149.59 | 19.63K |
| Q4 2020 | share | Decrease | -28.29% | -6.88K shares | 350K | $123.98 | 17.44K |
| Q3 2020 | share | Increase | +24.72% | 4.82K shares | 32K | $93.08 | 24.33K |
| Q2 2020 | share | Decrease | -17.92% | -4.26K shares | 140K | $90.07 | 19.51K |
| Q1 2020 | share | Increase | +9.01% | 1.96K shares | -653K | $85.3 | 23.77K |
| Q4 2019 | share | Decrease | -4.43% | -1.01K shares | 246K | $131.22 | 21.80K |
| Q3 2019 | share | Increase | +8.12% | 1.71K shares | 296K | $109.9 | 22.81K |
| Q2 2019 | share | Increase | +31.04% | 4.99K shares | 176K | $103.67 | 21.10K |
| Q1 2019 | share | Increase | +5.50% | 839 shares | 140K | $93.16 | 16.10K |
| Q4 2018 | share | Decrease | -9.67% | -1.63K shares | -417K | $89.1 | 15.26K |
| Q3 2018 | share | Decrease | -3.78% | -663 shares | -162K | $102.28 | 16.89K |
| Q2 2018 | share | Decrease | -38.40% | -10.94K shares | -1.06M | $93.95 | 17.56K |
| Q1 2018 | share | Increase | +0.03% | 8 shares | -119K | $98.65 | 28.50K |
| Q4 2017 | share | Increase | 0.00% | 28.5K shares | 3.25M | $95.45 | 28.5K |