WEST OAK CAPITAL, LLC – JPMorgan Chase & Co. Transaction History
WEST OAK CAPITAL, LLC portfolio value:
$2.45M
portfolio value
WEST OAK CAPITAL, 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 | +3.35% | 762 shares | -105K | $104.5 | 23.50K |
| Q2 2022 | share | Decrease | -1.16% | -267 shares | -576K | $112.61 | 22.74K |
| Q1 2022 | share | Decrease | -0.86% | -200 shares | -539K | $136.32 | 23.01K |
| Q4 2021 | share | Decrease | -5.09% | -1.24K shares | -327K | $158.48 | 23.21K |
| Q3 2021 | share | Decrease | -0.22% | -55 shares | 190K | $162.73 | 24.45K |
| Q2 2021 | share | Decrease | -0.33% | -80 shares | 69K | $153.74 | 24.51K |
| Q1 2021 | share | Decrease | -2.28% | -575 shares | 546K | $149.59 | 24.59K |
| Q4 2020 | share | Increase | +4.09% | 990 shares | 870K | $123.98 | 25.16K |
| Q3 2020 | share | Decrease | -2.70% | -670 shares | -9K | $93.08 | 24.17K |
| Q2 2020 | share | Increase | +3.71% | 890 shares | 180K | $90.07 | 24.84K |
| Q1 2020 | share | Increase | +4.85% | 1.10K shares | -1.02M | $85.3 | 23.95K |
| Q4 2019 | share | Decrease | -6.35% | -1.55K shares | 313K | $131.22 | 22.84K |
| Q3 2019 | share | Increase | +0.39% | 95 shares | 155K | $109.9 | 24.39K |
| Q2 2019 | share | Increase | +1.38% | 330 shares | 290K | $103.67 | 24.30K |
| Q1 2019 | share | Decrease | -1.76% | -430 shares | 44.68K | $93.16 | 23.97K |
| Q4 2018 | share | Increase | +0.29% | 70 shares | -363.53K | $89.1 | 24.40K |
| Q3 2018 | share | Increase | +1.12% | 270 shares | 238.38K | $102.28 | 24.33K |
| Q2 2018 | share | Decrease | -2.69% | -665 shares | -211.97K | $93.95 | 24.06K |
| Q1 2018 | share | Decrease | -6.54% | -1.73K shares | -110.07K | $98.65 | 24.72K |
| Q4 2017 | share | Decrease | -2.96% | -806 shares | 225.44K | $95.45 | 26.45K |
| Q3 2017 | share | Decrease | -5.02% | -1.44K shares | -19.55K | $84.75 | 27.26K |
| Q2 2017 | share | Increase | +0.33% | 95 shares | 110.53K | $80.67 | 28.70K |
| Q1 2017 | share | Decrease | -7.14% | -2.2K shares | -145.49K | $77.09 | 28.61K |
| Q4 2016 | share | Decrease | -4.60% | -1.48K shares | 508.13K | $75.31 | 30.81K |
| Q3 2016 | share | Increase | +3.36% | 1.04K shares | 208.89K | $57.7 | 32.29K |
| Q2 2016 | share | Decrease | -1.85% | -590 shares | 56.29K | $53.43 | 31.24K |
| Q1 2016 | share | Decrease | -0.53% | -170 shares | -228.02K | $50.54 | 31.83K |