PDS PLANNING, INC – JPMorgan Chase & Co. Transaction History
PDS PLANNING, INC portfolio value:
$3.41M
portfolio value
PDS PLANNING, 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 | Increase | +2.10% | 672 shares | -189K | $104.5 | 32.63K |
| Q2 2022 | share | Increase | +12.90% | 3.65K shares | -260K | $112.61 | 31.95K |
| Q1 2022 | share | Increase | +9.74% | 2.51K shares | -225K | $136.32 | 28.30K |
| Q4 2021 | share | Decrease | -0.50% | -130 shares | -160K | $158.48 | 25.79K |
| Q3 2021 | share | Increase | +2.62% | 663 shares | 315K | $162.73 | 25.92K |
| Q2 2021 | share | Increase | +0.16% | 40 shares | 90K | $153.74 | 25.26K |
| Q1 2021 | share | Decrease | -7.72% | -2.10K shares | 366K | $149.59 | 25.22K |
| Q4 2020 | share | Increase | +8.01% | 2.02K shares | 1.03M | $123.98 | 27.33K |
| Q3 2020 | share | Increase | +0.44% | 112 shares | 66K | $93.08 | 25.30K |
| Q2 2020 | share | Increase | +1.46% | 363 shares | 135K | $90.07 | 25.19K |
| Q1 2020 | share | Increase | +123.40% | 13.71K shares | 686K | $85.3 | 24.82K |
| Q4 2019 | share | Decrease | -0.49% | -55 shares | 235K | $131.22 | 11.11K |
| Q3 2019 | share | Increase | +22.21% | 2.03K shares | 292K | $109.9 | 11.16K |
| Q2 2019 | share | Increase | +9.10% | 762 shares | 174K | $103.67 | 9.13K |
| Q1 2019 | share | Decrease | -18.11% | -1.85K shares | -151K | $93.16 | 8.37K |
| Q4 2018 | share | Decrease | -5.89% | -640 shares | -228K | $89.1 | 10.23K |
| Q3 2018 | share | Increase | +12.37% | 1.19K shares | 219K | $102.28 | 10.87K |
| Q2 2018 | share | Increase | +0.01% | 1 shares | -56K | $93.95 | 9.67K |
| Q1 2018 | share | Increase | +0.49% | 47 shares | 35K | $98.65 | 9.67K |
| Q4 2017 | share | Increase | 0.00% | 9.62K shares | 1.02M | $95.45 | 9.62K |