LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA – JPMorgan Chase & Co. Transaction History
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA portfolio value:
$6.01M
portfolio value
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 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 | -0.01% | -8 shares | -468K | $104.5 | 57.56K |
| Q2 2022 | share | Increase | +2.65% | 1.48K shares | -1.16M | $112.61 | 57.57K |
| Q1 2022 | share | Increase | +9.40% | 4.82K shares | -472K | $136.32 | 56.08K |
| Q4 2021 | share | Increase | +6.50% | 3.13K shares | 239K | $158.48 | 51.26K |
| Q3 2021 | share | Decrease | -3.42% | -1.70K shares | 127K | $162.73 | 48.13K |
| Q2 2021 | share | Increase | +7.22% | 3.35K shares | 676K | $153.74 | 49.83K |
| Q1 2021 | share | Decrease | -0.15% | -69 shares | 1.16M | $149.59 | 46.48K |
| Q4 2020 | share | Increase | +3.48% | 1.56K shares | 1.58M | $123.98 | 46.55K |
| Q3 2020 | share | Decrease | -8.78% | -4.33K shares | -308K | $93.08 | 44.98K |
| Q2 2020 | share | Decrease | -3.53% | -1.80K shares | 36K | $90.07 | 49.32K |
| Q1 2020 | share | Decrease | -4.79% | -2.57K shares | -2.88M | $85.3 | 51.12K |
| Q4 2019 | share | Increase | +0.61% | 325 shares | 1.20M | $131.22 | 53.7K |
| Q3 2019 | share | Increase | +0.03% | 15 shares | 316K | $109.9 | 53.37K |
| Q2 2019 | share | Decrease | -0.45% | -239 shares | 540K | $103.67 | 53.36K |
| Q1 2019 | share | Decrease | -0.23% | -123 shares | 182K | $93.16 | 53.59K |
| Q4 2018 | share | Decrease | -8.52% | -5.00K shares | -1.38M | $89.1 | 53.72K |
| Q3 2018 | share | Decrease | -1.70% | -1.01K shares | 402K | $102.28 | 58.72K |
| Q2 2018 | share | Decrease | -1.16% | -700 shares | -422K | $93.95 | 59.74K |
| Q1 2018 | share | Increase | +6.33% | 3.6K shares | 568K | $98.65 | 60.44K |
| Q4 2017 | share | Decrease | -4.14% | -2.45K shares | 416K | $95.45 | 56.84K |
| Q3 2017 | share | Increase | +2.27% | 1.31K shares | 341K | $84.75 | 59.29K |
| Q2 2017 | share | Decrease | -0.05% | -31 shares | 227K | $80.67 | 57.97K |
| Q1 2017 | share | Decrease | -8.02% | -5.05K shares | -347K | $77.09 | 58.00K |
| Q4 2016 | share | 0.00% | 0 shares | 1.24M | $75.31 | 63.06K | |
| Q3 2016 | share | Increase | +0.57% | 357 shares | 303K | $57.7 | 63.06K |
| Q2 2016 | share | Decrease | -0.11% | -71 shares | 179K | $53.43 | 62.70K |
| Q1 2016 | share | Decrease | -9.04% | -6.23K shares | -839K | $50.54 | 62.77K |