PHILLIPS FINANCIAL MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$1.59M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, 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 | Increase | +4.53% | 659 shares | -49K | $104.5 | 15.22K |
| Q2 2022 | share | Increase | +1.63% | 233 shares | -313K | $112.61 | 14.56K |
| Q1 2022 | share | Decrease | -0.02% | -3 shares | -317K | $136.32 | 14.33K |
| Q4 2021 | share | Increase | +0.02% | 3 shares | -76K | $158.48 | 14.33K |
| Q3 2021 | share | Increase | +0.08% | 11 shares | 119K | $162.73 | 14.33K |
| Q2 2021 | share | Increase | +7.19% | 961 shares | 194K | $153.74 | 14.31K |
| Q1 2021 | share | Increase | +0.29% | 39 shares | 341K | $149.59 | 13.35K |
| Q4 2020 | share | Decrease | -6.78% | -968 shares | 317K | $123.98 | 13.31K |
| Q3 2020 | share | Increase | +0.11% | 16 shares | 33K | $93.08 | 14.28K |
| Q2 2020 | share | Increase | +7.54% | 1.00K shares | 223K | $90.07 | 14.27K |
| Q1 2020 | share | Decrease | -0.90% | -121 shares | -748K | $85.3 | 13.27K |
| Q4 2019 | share | Increase | +0.25% | 34 shares | 295K | $131.22 | 13.39K |
| Q3 2019 | share | Decrease | -0.69% | -93 shares | 43K | $109.9 | 13.35K |
| Q2 2019 | share | Increase | +0.45% | 60 shares | 128K | $103.67 | 13.45K |
| Q1 2019 | share | Increase | +0.10% | 14 shares | 95K | $93.16 | 13.39K |
| Q4 2018 | share | Increase | +0.10% | 14 shares | -211K | $89.1 | 13.37K |
| Q3 2018 | share | Decrease | -0.59% | -79 shares | 105K | $102.28 | 13.36K |
| Q2 2018 | share | Increase | +0.07% | 10 shares | -53K | $93.95 | 13.44K |
| Q1 2018 | share | Increase | +0.06% | 8 shares | 11K | $98.65 | 13.43K |
| Q4 2017 | share | Decrease | -5.34% | -757 shares | 100K | $95.45 | 13.42K |
| Q3 2017 | share | Increase | +1.08% | 152 shares | 52K | $84.75 | 14.18K |
| Q2 2017 | share | Increase | +2.14% | 294 shares | 143K | $80.67 | 14.02K |
| Q1 2017 | share | Increase | +1.77% | 239 shares | -16K | $77.09 | 13.73K |
| Q4 2016 | share | Decrease | -4.09% | -576 shares | 225K | $75.31 | 13.49K |
| Q3 2016 | share | Decrease | -0.61% | -87 shares | 46K | $57.7 | 14.07K |
| Q2 2016 | share | Decrease | -3.65% | -536 shares | 24K | $53.43 | 14.15K |
| Q1 2016 | share | Increase | +0.09% | 13 shares | 38K | $50.54 | 14.69K |