IMA WEALTH, INC. – JPMorgan Chase & Co. Transaction History
IMA WEALTH, INC. portfolio value:
$3.64M
portfolio value
IMA WEALTH, INC. 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 | -5.95% | -2.20K shares | -531K | $104.5 | 34.88K |
| Q2 2022 | share | Increase | +11.89% | 3.94K shares | -343K | $112.61 | 37.09K |
| Q1 2022 | share | Increase | +28.23% | 7.29K shares | 426K | $136.32 | 33.15K |
| Q4 2021 | share | Increase | +4.06% | 1.00K shares | 27K | $158.48 | 25.85K |
| Q3 2021 | share | Increase | +3.05% | 736 shares | 317K | $162.73 | 24.84K |
| Q2 2021 | share | Increase | +19.56% | 3.94K shares | 680K | $153.74 | 24.11K |
| Q1 2021 | share | Decrease | -24.42% | -6.51K shares | -321K | $149.59 | 20.16K |
| Q4 2020 | share | Increase | +51.12% | 9.02K shares | 1.69M | $123.98 | 26.68K |
| Q3 2020 | share | Decrease | -19.99% | -4.41K shares | -376K | $93.08 | 17.65K |
| Q2 2020 | share | Increase | +0.17% | 37 shares | 92K | $90.07 | 22.07K |
| Q1 2020 | share | Decrease | -31.75% | -10.25K shares | -2.51M | $85.3 | 22.03K |
| Q4 2019 | share | Decrease | -16.00% | -6.15K shares | -23K | $131.22 | 32.28K |
| Q3 2019 | share | Increase | +4.94% | 1.80K shares | 428K | $109.9 | 38.43K |
| Q2 2019 | share | Increase | +3.92% | 1.38K shares | 527K | $103.67 | 36.62K |
| Q1 2019 | share | Increase | +23.01% | 6.59K shares | 771K | $93.16 | 35.24K |
| Q4 2018 | share | Decrease | -5.01% | -1.51K shares | -607K | $89.1 | 28.65K |
| Q3 2018 | share | Increase | +25.17% | 6.06K shares | 893K | $102.28 | 30.16K |
| Q2 2018 | share | Decrease | -0.17% | -42 shares | -144K | $93.95 | 24.09K |
| Q1 2018 | share | Increase | 0.00% | 24.14K shares | 2.65M | $98.65 | 24.14K |
| Q4 2017 | share | Increase | +16.13% | 3.09K shares | 550K | $95.45 | 22.28K |
| Q3 2017 | share | Increase | +9.18% | 1.61K shares | 226K | $84.75 | 19.19K |
| Q2 2017 | share | Decrease | -12.61% | -2.53K shares | -160K | $80.67 | 17.57K |
| Q1 2017 | share | Increase | +15.05% | 2.63K shares | 258K | $77.09 | 20.11K |
| Q4 2016 | share | Decrease | -14.66% | -3.00K shares | 145K | $75.31 | 17.48K |
| Q3 2016 | share | Increase | +1.39% | 280 shares | 109K | $57.7 | 20.48K |
| Q2 2016 | share | Decrease | -3.12% | -650 shares | 47K | $53.43 | 20.20K |
| Q1 2016 | share | Decrease | -0.24% | -50 shares | -143K | $50.54 | 20.85K |