WETHERBY ASSET MANAGEMENT INC – JPMorgan Chase & Co. Transaction History
WETHERBY ASSET MANAGEMENT INC portfolio value:
$8.67M
portfolio value
WETHERBY ASSET MANAGEMENT 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 | -0.54% | -449 shares | -723K | $104.5 | 83.00K |
| Q2 2022 | share | Increase | +10.68% | 8.05K shares | -881K | $112.61 | 83.45K |
| Q1 2022 | share | Increase | +1.14% | 853 shares | -1.52M | $136.32 | 75.39K |
| Q4 2021 | call | Decrease | -100.00% | -3K shares | -491K | $158.48 | 0 |
| Q4 2021 | share | Increase | +2.03% | 1.48K shares | -155K | $158.48 | 74.54K |
| Q3 2021 | call | Increase | +20.00% | 500 shares | 102K | $162.73 | 3K |
| Q3 2021 | share | Increase | +2.15% | 1.53K shares | 834K | $162.73 | 73.06K |
| Q2 2021 | call | Increase | 0.00% | 2.5K shares | 389K | $153.74 | 2.5K |
| Q2 2021 | share | Increase | +10.30% | 6.67K shares | 1.25M | $153.74 | 71.52K |
| Q1 2021 | share | Decrease | -8.71% | -6.18K shares | 844K | $149.59 | 64.84K |
| Q4 2020 | share | Increase | +6.40% | 4.27K shares | 2.6M | $123.98 | 71.03K |
| Q3 2020 | share | Decrease | -0.74% | -497 shares | 101K | $93.08 | 66.76K |
| Q2 2020 | share | Decrease | -0.24% | -161 shares | 256K | $90.07 | 67.26K |
| Q1 2020 | share | Increase | +1.98% | 1.31K shares | -3.14M | $85.3 | 67.42K |
| Q4 2019 | share | Decrease | -0.45% | -302 shares | 1.4M | $131.22 | 66.10K |
| Q3 2019 | share | Increase | +0.81% | 533 shares | 451K | $109.9 | 66.41K |
| Q2 2019 | share | Increase | +3.89% | 2.46K shares | 946K | $103.67 | 65.87K |
| Q1 2019 | share | Increase | +2.35% | 1.45K shares | 371K | $93.16 | 63.41K |
| Q4 2018 | share | Decrease | -2.45% | -1.55K shares | -1.11M | $89.1 | 61.95K |
| Q3 2018 | share | Increase | +0.54% | 341 shares | 585K | $102.28 | 63.50K |
| Q2 2018 | share | Increase | +1.11% | 691 shares | -289K | $93.95 | 63.16K |
| Q1 2018 | share | Increase | +2.40% | 1.46K shares | 346K | $98.65 | 62.47K |
| Q4 2017 | share | Increase | +2.33% | 1.38K shares | 830K | $95.45 | 61.01K |
| Q3 2017 | share | Increase | +1.56% | 915 shares | 329K | $84.75 | 59.62K |
| Q2 2017 | share | Increase | +2.96% | 1.68K shares | 357K | $80.67 | 58.71K |
| Q1 2017 | share | Increase | +1.16% | 652 shares | 144K | $77.09 | 57.02K |
| Q4 2016 | share | Increase | +2.08% | 1.15K shares | 1.18M | $75.31 | 56.37K |
| Q3 2016 | share | Increase | +6.47% | 3.35K shares | 454K | $57.7 | 55.22K |
| Q2 2016 | share | Increase | +3.61% | 1.80K shares | 259K | $53.43 | 51.86K |
| Q1 2016 | share | Decrease | -2.44% | -1.25K shares | -424K | $50.54 | 50.05K |