WBH ADVISORY INC – JPMorgan Chase & Co. Transaction History
WBH ADVISORY INC portfolio value:
$1.53M
portfolio value
WBH ADVISORY 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 | -4.34% | -666 shares | -198K | $104.5 | 14.67K |
| Q2 2022 | share | Increase | +0.06% | 9 shares | -160K | $112.61 | 15.33K |
| Q1 2022 | share | Decrease | -4.35% | -697 shares | -647K | $136.32 | 15.33K |
| Q4 2021 | share | Increase | +0.43% | 69 shares | -74K | $158.48 | 16.02K |
| Q3 2021 | share | Increase | +0.17% | 27 shares | 196K | $162.73 | 15.95K |
| Q2 2021 | share | Decrease | -18.29% | -3.56K shares | -552K | $153.74 | 15.93K |
| Q1 2021 | share | Increase | +38.47% | 5.41K shares | 1.05M | $149.59 | 19.49K |
| Q4 2020 | share | Decrease | -0.66% | -94 shares | 550K | $123.98 | 14.08K |
| Q3 2020 | share | Decrease | -3.08% | -450 shares | -11K | $93.08 | 14.17K |
| Q2 2020 | share | Increase | +7.31% | 996 shares | 149K | $90.07 | 14.62K |
| Q1 2020 | share | Decrease | -5.99% | -868 shares | -794K | $85.3 | 13.62K |
| Q4 2019 | share | Increase | 0.00% | 14.49K shares | 2.02M | $131.22 | 14.49K |
| Q3 2019 | share | Increase | +4.50% | 707 shares | 175K | $109.9 | 16.41K |
| Q2 2019 | share | Increase | +0.20% | 32 shares | 170K | $103.67 | 15.70K |
| Q1 2019 | share | Increase | +3.03% | 461 shares | 101K | $93.16 | 15.67K |
| Q4 2018 | share | Increase | +5.59% | 806 shares | -140K | $89.1 | 15.21K |
| Q3 2018 | share | Decrease | -8.46% | -1.33K shares | -15K | $102.28 | 14.40K |
| Q2 2018 | share | Increase | +5.21% | 779 shares | -5K | $93.95 | 15.74K |
| Q1 2018 | share | Increase | +3.62% | 522 shares | 101K | $98.65 | 14.96K |
| Q4 2017 | share | Increase | +0.17% | 25 shares | 1.05M | $95.45 | 14.43K |
| Q3 2017 | share | Decrease | -0.24% | -35 shares | -835K | $84.75 | 14.41K |
| Q2 2017 | share | Increase | +0.17% | 25 shares | 53K | $80.67 | 14.44K |
| Q1 2017 | share | Increase | +13.50% | 1.71K shares | 171K | $77.09 | 14.42K |
| Q4 2016 | share | Increase | +1.38% | 173 shares | 262K | $75.31 | 12.70K |
| Q3 2016 | share | Increase | +7.91% | 919 shares | 113K | $57.7 | 12.53K |
| Q2 2016 | share | Decrease | -0.97% | -114 shares | 27K | $53.43 | 11.61K |
| Q1 2016 | share | Increase | +28.27% | 2.58K shares | 91K | $50.54 | 11.73K |