EVERMAY WEALTH MANAGEMENT LLC – JPMorgan Chase & Co. Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$2.39M
portfolio value
EVERMAY WEALTH MANAGEMENT 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 | +0.85% | 194 shares | -164K | $104.5 | 22.95K |
| Q2 2022 | share | Decrease | -0.76% | -175 shares | -564K | $112.61 | 22.76K |
| Q1 2022 | share | Decrease | -2.18% | -511 shares | -586K | $136.32 | 22.93K |
| Q4 2021 | share | Decrease | -4.77% | -1.17K shares | -117K | $158.48 | 23.44K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $162.73 | 24.62K | |
| Q2 2021 | share | Decrease | -1.04% | -258 shares | 43K | $153.74 | 24.62K |
| Q1 2021 | share | Decrease | -2.40% | -613 shares | 548K | $149.59 | 24.87K |
| Q4 2020 | share | Decrease | -5.22% | -1.40K shares | 650K | $123.98 | 25.49K |
| Q3 2020 | share | Increase | +0.07% | 18 shares | 61K | $93.08 | 26.89K |
| Q2 2020 | share | Increase | +3.69% | 957 shares | 194K | $90.07 | 26.87K |
| Q1 2020 | share | Increase | +4.21% | 1.04K shares | -1.13M | $85.3 | 25.92K |
| Q4 2019 | share | Increase | +14.87% | 3.22K shares | 920K | $131.22 | 24.87K |
| Q3 2019 | share | Increase | +1.22% | 261 shares | 156K | $109.9 | 21.65K |
| Q2 2019 | share | Increase | +0.76% | 162 shares | 243K | $103.67 | 21.39K |
| Q1 2019 | share | Increase | +2.71% | 561 shares | 131K | $93.16 | 21.23K |
| Q4 2018 | share | Decrease | -6.51% | -1.43K shares | -477K | $89.1 | 20.67K |
| Q3 2018 | share | Decrease | -1.62% | -365 shares | 153K | $102.28 | 22.10K |
| Q2 2018 | share | Increase | +4.05% | 875 shares | -33K | $93.95 | 22.47K |
| Q1 2018 | share | Increase | +3.23% | 676 shares | 138K | $98.65 | 21.59K |
| Q4 2017 | share | Increase | +45.95% | 6.58K shares | 868K | $95.45 | 20.92K |
| Q3 2017 | share | Increase | +1.92% | 270 shares | 83K | $84.75 | 14.33K |
| Q2 2017 | share | Increase | +0.01% | 1 shares | 51K | $80.67 | 14.06K |
| Q1 2017 | share | Increase | +26.65% | 2.96K shares | 277K | $77.09 | 14.06K |
| Q4 2016 | share | Increase | +0.01% | 1 shares | 219K | $75.31 | 11.10K |
| Q3 2016 | share | Increase | +0.20% | 22 shares | 50K | $57.7 | 11.10K |
| Q2 2016 | share | Decrease | -16.59% | -2.20K shares | -98K | $53.43 | 11.08K |
| Q1 2016 | share | Decrease | -6.16% | -872 shares | -148K | $50.54 | 13.28K |