ADVISORY RESEARCH INC – JPMorgan Chase & Co. Transaction History
ADVISORY RESEARCH INC portfolio value:
$1.45M
portfolio value
ADVISORY RESEARCH 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 | -0.60% | -84 shares | -122K | $104.5 | 13.94K |
| Q2 2022 | share | Increase | +29.35% | 3.18K shares | 101K | $112.61 | 14.03K |
| Q1 2022 | share | Decrease | -20.68% | -2.82K shares | -686K | $136.32 | 10.84K |
| Q4 2021 | share | Decrease | -88.85% | -108.95K shares | -17.90M | $158.48 | 13.67K |
| Q3 2021 | share | Decrease | -24.71% | -40.24K shares | -5.26M | $162.73 | 122.63K |
| Q2 2021 | share | Decrease | -22.99% | -48.63K shares | -6.86M | $153.74 | 162.87K |
| Q1 2021 | share | Decrease | -2.29% | -4.95K shares | 4.69M | $149.59 | 211.51K |
| Q4 2020 | share | Increase | +16.03% | 29.90K shares | 9.54M | $123.98 | 216.46K |
| Q3 2020 | share | Decrease | -10.91% | -22.85K shares | -1.73M | $93.08 | 186.56K |
| Q2 2020 | share | Increase | +0.54% | 1.13K shares | 945K | $90.07 | 209.42K |
| Q1 2020 | share | Decrease | -5.13% | -11.27K shares | -11.85M | $85.3 | 208.29K |
| Q4 2019 | share | Decrease | -40.01% | -146.41K shares | -12.46M | $131.22 | 219.56K |
| Q3 2019 | share | Decrease | -3.29% | -12.44K shares | 764K | $109.9 | 365.98K |
| Q2 2019 | share | Decrease | -0.36% | -1.38K shares | 3.86M | $103.67 | 378.43K |
| Q1 2019 | share | Decrease | -1.39% | -5.37K shares | 847K | $93.16 | 379.81K |
| Q4 2018 | share | Decrease | -0.81% | -3.12K shares | -6.21M | $89.1 | 385.18K |
| Q3 2018 | share | Decrease | -5.44% | -22.32K shares | 1.02M | $102.28 | 388.31K |
| Q2 2018 | share | Decrease | -1.07% | -4.42K shares | -2.85M | $93.95 | 410.63K |
| Q1 2018 | share | Decrease | -28.98% | -169.39K shares | -16.85M | $98.65 | 415.06K |
| Q4 2017 | share | Increase | +1.58% | 9.10K shares | 7.54M | $95.45 | 584.46K |
| Q3 2017 | share | Increase | +32.22% | 140.19K shares | 15.17M | $84.75 | 575.35K |
| Q2 2017 | share | Increase | +126.59% | 243.12K shares | 22.90M | $80.67 | 435.16K |
| Q1 2017 | share | Increase | +327.64% | 147.13K shares | 12.99M | $77.09 | 192.04K |
| Q4 2016 | share | Decrease | -14.43% | -7.57K shares | 380K | $75.31 | 44.90K |
| Q3 2016 | share | Decrease | -2.05% | -1.09K shares | 165K | $57.7 | 52.48K |
| Q2 2016 | share | Decrease | -47.35% | -48.19K shares | -2.69M | $53.43 | 53.58K |
| Q1 2016 | share | Decrease | -65.43% | -192.67K shares | -13.41M | $50.54 | 101.77K |