PLANTE MORAN FINANCIAL ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$1.16M
portfolio value
PLANTE MORAN FINANCIAL 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 | Decrease | -5.02% | -590 shares | -157K | $104.5 | 11.17K |
| Q2 2022 | share | Decrease | -4.47% | -551 shares | -353K | $112.61 | 11.76K |
| Q1 2022 | share | Decrease | -4.76% | -615 shares | -369K | $136.32 | 12.31K |
| Q4 2021 | share | Decrease | -1.31% | -171 shares | -97K | $158.48 | 12.92K |
| Q3 2021 | share | Increase | +19.55% | 2.14K shares | 440K | $162.73 | 13.09K |
| Q2 2021 | share | Decrease | -20.19% | -2.77K shares | -386K | $153.74 | 10.95K |
| Q1 2021 | share | Increase | +36.68% | 3.68K shares | 814K | $149.59 | 13.72K |
| Q4 2020 | share | Increase | +1.45% | 144 shares | 323K | $123.98 | 10.04K |
| Q3 2020 | share | Increase | +2.21% | 214 shares | 42K | $93.08 | 9.9K |
| Q2 2020 | share | Decrease | -16.28% | -1.88K shares | -131K | $90.07 | 9.68K |
| Q1 2020 | share | Increase | +7.37% | 794 shares | -460K | $85.3 | 11.56K |
| Q4 2019 | share | Decrease | -9.74% | -1.16K shares | 97K | $131.22 | 10.77K |
| Q3 2019 | share | Increase | +9.06% | 992 shares | 181K | $109.9 | 11.93K |
| Q2 2019 | share | Increase | +7.50% | 764 shares | 193K | $103.67 | 10.94K |
| Q1 2019 | share | Decrease | -28.82% | -4.12K shares | -365K | $93.16 | 10.18K |
| Q4 2018 | share | Increase | +0.06% | 9 shares | -217K | $89.1 | 14.30K |
| Q3 2018 | share | Decrease | -3.43% | -507 shares | 71K | $102.28 | 14.29K |
| Q2 2018 | share | Decrease | -7.99% | -1.28K shares | -227K | $93.95 | 14.80K |
| Q1 2018 | share | Increase | +35.60% | 4.22K shares | 500K | $98.65 | 16.08K |
| Q4 2017 | share | Increase | +6.59% | 734 shares | 206K | $95.45 | 11.86K |
| Q3 2017 | share | 0.00% | 0 shares | 46K | $84.75 | 11.13K | |
| Q2 2017 | share | Increase | +3.44% | 370 shares | 72K | $80.67 | 11.13K |
| Q1 2017 | share | Decrease | -14.51% | -1.82K shares | -141K | $77.09 | 10.76K |
| Q4 2016 | share | Increase | +23.21% | 2.37K shares | 406K | $75.31 | 12.58K |
| Q3 2016 | share | Increase | +0.07% | 7 shares | 46K | $57.7 | 10.21K |
| Q2 2016 | share | Decrease | -29.52% | -4.27K shares | -224K | $53.43 | 10.20K |
| Q1 2016 | share | Decrease | -2.94% | -438 shares | -127K | $50.54 | 14.48K |