PRIVATE WEALTH PARTNERS, LLC – JPMorgan Chase & Co. Transaction History
PRIVATE WEALTH PARTNERS, LLC portfolio value:
$23.69M
portfolio value
PRIVATE WEALTH PARTNERS, 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 | Decrease | -1.17% | -2.68K shares | -2.14M | $104.5 | 226.70K |
| Q2 2022 | share | Decrease | -2.41% | -5.66K shares | -6.21M | $112.61 | 229.38K |
| Q1 2022 | share | Increase | +0.16% | 375 shares | -5.11M | $136.32 | 235.05K |
| Q4 2021 | share | Decrease | -0.27% | -639 shares | -1.35M | $158.48 | 234.67K |
| Q3 2021 | share | Decrease | -0.42% | -1.00K shares | 1.76M | $162.73 | 235.31K |
| Q2 2021 | share | Increase | +0.09% | 203 shares | 814K | $153.74 | 236.31K |
| Q1 2021 | share | Decrease | -1.05% | -2.51K shares | 5.62M | $149.59 | 236.11K |
| Q4 2020 | share | Increase | +1.48% | 3.47K shares | 7.68M | $123.98 | 238.62K |
| Q3 2020 | share | Increase | +0.65% | 1.51K shares | 662K | $93.08 | 235.14K |
| Q2 2020 | share | Increase | +3.79% | 8.52K shares | 1.71M | $90.07 | 233.63K |
| Q1 2020 | share | Decrease | -6.42% | -15.44K shares | -13.26M | $85.3 | 225.10K |
| Q4 2019 | share | Increase | +1.84% | 4.35K shares | 5.73M | $131.22 | 240.55K |
| Q3 2019 | share | Decrease | -1.05% | -2.51K shares | 1.11M | $109.9 | 236.19K |
| Q2 2019 | share | Increase | +0.17% | 402 shares | 2.56M | $103.67 | 238.70K |
| Q1 2019 | share | Increase | +3.63% | 8.35K shares | 1.67M | $93.16 | 238.30K |
| Q4 2018 | share | Increase | +9.96% | 20.83K shares | -1.14M | $89.1 | 229.95K |
| Q3 2018 | share | Increase | +1.76% | 3.62K shares | 2.18M | $102.28 | 209.11K |
| Q2 2018 | share | Increase | +2.36% | 4.73K shares | -666K | $93.95 | 205.49K |
| Q1 2018 | share | Increase | +7.53% | 14.05K shares | 2.11M | $98.65 | 200.76K |
| Q4 2017 | share | Increase | +0.14% | 255 shares | 2.15M | $95.45 | 186.70K |
| Q3 2017 | share | Increase | +0.40% | 735 shares | 833K | $84.75 | 186.45K |
| Q2 2017 | share | Increase | +1.47% | 2.68K shares | 897K | $80.67 | 185.71K |
| Q1 2017 | share | Decrease | -3.24% | -6.13K shares | -245K | $77.09 | 183.03K |
| Q4 2016 | share | Decrease | -2.49% | -4.84K shares | 3.40M | $75.31 | 189.16K |
| Q3 2016 | share | Decrease | -1.08% | -2.12K shares | 732K | $57.7 | 194.00K |
| Q2 2016 | share | Decrease | -5.95% | -12.4K shares | -162K | $53.43 | 196.12K |
| Q1 2016 | share | Decrease | -4.18% | -9.1K shares | -2.02M | $50.54 | 208.52K |