PELOTON WEALTH STRATEGISTS – JPMorgan Chase & Co. Transaction History
PELOTON WEALTH STRATEGISTS portfolio value:
$4.23M
portfolio value
PELOTON WEALTH STRATEGISTS 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 | +0.28% | 112 shares | -316K | $104.5 | 40.56K |
| Q2 2022 | share | Increase | +1.51% | 600 shares | -877K | $112.61 | 40.44K |
| Q1 2022 | share | Decrease | -2.21% | -900 shares | -1.02M | $136.32 | 39.84K |
| Q4 2021 | share | Decrease | -3.32% | -1.4K shares | -446K | $158.48 | 40.74K |
| Q3 2021 | share | Decrease | -2.32% | -1K shares | 188K | $162.73 | 42.14K |
| Q2 2021 | share | Increase | +0.85% | 365 shares | 198K | $153.74 | 43.14K |
| Q1 2021 | share | Increase | +0.16% | 70 shares | 1.08M | $149.59 | 42.78K |
| Q4 2020 | share | Increase | +0.23% | 100 shares | 1.32M | $123.98 | 42.71K |
| Q3 2020 | share | Increase | +6.75% | 2.69K shares | 347K | $93.08 | 42.61K |
| Q2 2020 | share | Increase | +15.81% | 5.45K shares | 652K | $90.07 | 39.92K |
| Q1 2020 | share | Increase | +0.29% | 100 shares | -1.68M | $85.3 | 34.47K |
| Q4 2019 | share | Decrease | -2.00% | -700 shares | 663K | $131.22 | 34.37K |
| Q3 2019 | share | Increase | +2.05% | 703 shares | 286K | $109.9 | 35.07K |
| Q2 2019 | share | Decrease | -3.60% | -1.28K shares | 233K | $103.67 | 34.36K |
| Q1 2019 | share | Decrease | -0.83% | -300 shares | 100K | $93.16 | 35.65K |
| Q4 2018 | share | Increase | +7.47% | 2.5K shares | -265K | $89.1 | 35.95K |
| Q3 2018 | share | Decrease | -3.18% | -1.1K shares | 174K | $102.28 | 33.45K |
| Q2 2018 | share | Decrease | -0.58% | -200 shares | -221K | $93.95 | 34.55K |
| Q1 2018 | share | Decrease | -1.97% | -700 shares | 30K | $98.65 | 34.75K |
| Q4 2017 | share | Increase | +0.57% | 200 shares | 424K | $95.45 | 35.45K |
| Q3 2017 | share | Decrease | -5.11% | -1.9K shares | -29K | $84.75 | 35.25K |
| Q2 2017 | share | Decrease | -0.54% | -200 shares | 115K | $80.67 | 37.15K |
| Q1 2017 | share | Decrease | -13.44% | -5.8K shares | -442K | $77.09 | 37.35K |
| Q4 2016 | share | Increase | +0.47% | 200 shares | 863K | $75.31 | 43.15K |
| Q3 2016 | share | Decrease | -2.28% | -1K shares | 257K | $57.7 | 42.95K |
| Q1 2016 | share | Increase | +19.59% | 7.2K shares | 176K | $50.54 | 43.95K |