SHEETS SMITH WEALTH MANAGEMENT – JPMorgan Chase & Co. Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$3.18M
portfolio value
SHEETS SMITH WEALTH MANAGEMENT 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 | +15.26% | 4.03K shares | 207K | $104.5 | 30.49K |
| Q2 2022 | share | Decrease | -11.74% | -3.52K shares | -1.10M | $112.61 | 26.45K |
| Q1 2022 | share | Increase | +0.25% | 74 shares | -648K | $136.32 | 29.97K |
| Q4 2021 | share | Increase | +0.49% | 147 shares | -136K | $158.48 | 29.90K |
| Q3 2021 | share | Increase | +1.08% | 318 shares | 292K | $162.73 | 29.75K |
| Q2 2021 | share | Increase | +1.20% | 349 shares | 150K | $153.74 | 29.44K |
| Q1 2021 | share | Increase | +0.82% | 236 shares | 762K | $149.59 | 29.09K |
| Q4 2020 | share | Increase | +6.47% | 1.75K shares | 1.05M | $123.98 | 28.85K |
| Q3 2020 | share | Increase | +3.75% | 979 shares | 152K | $93.08 | 27.10K |
| Q2 2020 | share | Decrease | -0.02% | -6 shares | 105K | $90.07 | 26.12K |
| Q1 2020 | share | Increase | +2.01% | 516 shares | -1.21M | $85.3 | 26.12K |
| Q4 2019 | share | Increase | +2.95% | 734 shares | 642K | $131.22 | 25.61K |
| Q3 2019 | share | Decrease | -11.56% | -3.25K shares | -217K | $109.9 | 24.87K |
| Q2 2019 | share | Decrease | -1.24% | -353 shares | 262K | $103.67 | 28.13K |
| Q1 2019 | share | Increase | +7.51% | 1.98K shares | 297K | $93.16 | 28.48K |
| Q4 2018 | share | Increase | +11.60% | 2.75K shares | -93K | $89.1 | 26.49K |
| Q3 2018 | share | Increase | +0.02% | 4 shares | 206K | $102.28 | 23.74K |
| Q2 2018 | share | Increase | +0.89% | 210 shares | -114K | $93.95 | 23.73K |
| Q1 2018 | share | Increase | +1.29% | 300 shares | 103K | $98.65 | 23.52K |
| Q4 2017 | share | Decrease | -2.82% | -675 shares | 201K | $95.45 | 23.22K |
| Q3 2017 | share | Increase | +2.25% | 525 shares | 146K | $84.75 | 23.90K |
| Q2 2017 | share | Decrease | -0.29% | -68 shares | 78K | $80.67 | 23.37K |
| Q1 2017 | share | Increase | +2.18% | 500 shares | 79K | $77.09 | 23.44K |
| Q4 2016 | share | Increase | +0.22% | 50 shares | 455K | $75.31 | 22.94K |
| Q3 2016 | share | Decrease | -1.08% | -250 shares | 87K | $57.7 | 22.89K |
| Q2 2016 | share | 0.00% | 0 shares | 67K | $53.43 | 23.14K | |
| Q1 2016 | share | Decrease | -3.44% | -825 shares | -212K | $50.54 | 23.14K |