CRESTWOOD ADVISORS GROUP LLC – JPMorgan Chase & Co. Transaction History
CRESTWOOD ADVISORS GROUP LLC portfolio value:
$24.73M
portfolio value
CRESTWOOD ADVISORS GROUP 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 | -0.57% | -1.36K shares | -2.07M | $104.5 | 236.66K |
| Q2 2022 | share | Increase | +0.15% | 348 shares | -5.59M | $112.61 | 238.02K |
| Q1 2022 | share | Decrease | -2.20% | -5.34K shares | -6.08M | $136.32 | 237.67K |
| Q4 2021 | share | Decrease | -0.47% | -1.14K shares | -1.48M | $158.48 | 243.02K |
| Q3 2021 | share | Decrease | -0.02% | -38 shares | 1.98M | $162.73 | 244.17K |
| Q2 2021 | share | Decrease | -7.97% | -21.15K shares | -2.41M | $153.74 | 244.21K |
| Q1 2021 | share | Decrease | -2.34% | -6.34K shares | 5.87M | $149.59 | 265.36K |
| Q4 2020 | share | Decrease | -6.44% | -18.69K shares | 6.56M | $123.98 | 271.71K |
| Q3 2020 | share | Decrease | -6.21% | -19.23K shares | -1.16M | $93.08 | 290.40K |
| Q2 2020 | share | Decrease | -0.39% | -1.19K shares | 1.14M | $90.07 | 309.64K |
| Q1 2020 | share | Decrease | -0.83% | -2.59K shares | -15.70M | $85.3 | 310.84K |
| Q4 2019 | share | Decrease | -0.75% | -2.37K shares | 6.52M | $131.22 | 313.43K |
| Q3 2019 | share | Decrease | -0.67% | -2.14K shares | 1.62M | $109.9 | 315.81K |
| Q2 2019 | share | Increase | +2678.08% | 306.50K shares | 34.38M | $103.67 | 317.95K |
| Q1 2019 | share | Increase | +27.32% | 2.45K shares | 281K | $93.16 | 11.44K |
| Q4 2018 | share | Decrease | -5.22% | -495 shares | -192K | $89.1 | 8.98K |
| Q3 2018 | share | Decrease | -0.15% | -14 shares | -12K | $102.28 | 9.48K |
| Q2 2018 | share | Decrease | -1.34% | -129 shares | 23K | $93.95 | 9.49K |
| Q1 2018 | share | Decrease | -6.41% | -659 shares | -41K | $98.65 | 9.62K |
| Q4 2017 | share | Increase | +46.61% | 3.27K shares | 430K | $95.45 | 10.28K |
| Q3 2017 | share | Increase | +5.03% | 336 shares | 60K | $84.75 | 7.01K |
| Q2 2017 | share | Decrease | -15.54% | -1.22K shares | -74K | $80.67 | 6.68K |
| Q1 2017 | share | Increase | 0.00% | 7.90K shares | 684K | $77.09 | 7.90K |