FORVIS WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$6.47M
portfolio value
FORVIS WEALTH ADVISORS, 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 | +5.00% | 2.94K shares | -170K | $104.5 | 61.92K |
| Q2 2022 | share | Increase | +16.45% | 8.32K shares | -263K | $112.61 | 58.97K |
| Q1 2022 | share | Increase | +9.80% | 4.52K shares | -399K | $136.32 | 50.64K |
| Q4 2021 | share | Increase | +2.08% | 939 shares | -93K | $158.48 | 46.12K |
| Q3 2021 | share | Increase | +12.90% | 5.16K shares | 1.17M | $162.73 | 45.18K |
| Q2 2021 | share | Decrease | -5.49% | -2.32K shares | -222K | $153.74 | 40.01K |
| Q1 2021 | share | Decrease | -25.94% | -14.83K shares | -819K | $149.59 | 42.34K |
| Q4 2020 | share | Increase | +3.18% | 1.76K shares | 1.93M | $123.98 | 57.17K |
| Q3 2020 | share | Decrease | -0.32% | -177 shares | 106K | $93.08 | 55.41K |
| Q2 2020 | share | Increase | +13.13% | 6.45K shares | 805K | $90.07 | 55.59K |
| Q1 2020 | share | Increase | +0.78% | 382 shares | -2.37M | $85.3 | 49.14K |
| Q4 2019 | share | Increase | +2.70% | 1.28K shares | 1.21M | $131.22 | 48.76K |
| Q3 2019 | share | Increase | +2.52% | 1.16K shares | 411K | $109.9 | 47.48K |
| Q2 2019 | share | Decrease | -15.59% | -8.55K shares | -377K | $103.67 | 46.31K |
| Q1 2019 | share | Increase | +21.78% | 9.81K shares | 1.15M | $93.16 | 54.86K |
| Q4 2018 | share | Increase | +3.44% | 1.5K shares | -516K | $89.1 | 45.05K |
| Q3 2018 | share | Decrease | -1.29% | -569 shares | 317K | $102.28 | 43.55K |
| Q2 2018 | share | Increase | +5.76% | 2.40K shares | 10K | $93.95 | 44.12K |
| Q1 2018 | share | Decrease | -9.45% | -4.35K shares | -340K | $98.65 | 41.71K |
| Q4 2017 | share | Increase | +4.12% | 1.82K shares | 701K | $95.45 | 46.07K |
| Q3 2017 | share | Decrease | -0.85% | -381 shares | 147K | $84.75 | 44.24K |
| Q2 2017 | share | Increase | +3.78% | 1.62K shares | 302K | $80.67 | 44.62K |
| Q1 2017 | share | Decrease | -2.48% | -1.09K shares | -28K | $77.09 | 43.00K |
| Q4 2016 | share | Increase | +1.60% | 696 shares | 915K | $75.31 | 44.09K |
| Q3 2016 | share | Increase | +0.64% | 276 shares | 210K | $57.7 | 43.4K |
| Q2 2016 | share | Increase | +1.17% | 498 shares | 156K | $53.43 | 43.12K |
| Q1 2016 | share | Increase | +15.06% | 5.58K shares | 78K | $50.54 | 42.62K |