UNITED CAPITAL FINANCIAL ADVISERS, LLC – JPMorgan Chase & Co. Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$76.94M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, 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 | -2.97% | -22.50K shares | -8.50M | $104.5 | 736.28K |
| Q2 2022 | share | Increase | +4.68% | 33.95K shares | -13.36M | $112.61 | 758.79K |
| Q1 2022 | share | Increase | +0.21% | 1.51K shares | -15.72M | $136.32 | 724.83K |
| Q4 2021 | share | Decrease | -0.22% | -1.59K shares | -4.12M | $158.48 | 723.32K |
| Q3 2021 | share | Increase | +0.80% | 5.75K shares | 6.80M | $162.73 | 724.92K |
| Q2 2021 | share | Increase | +0.29% | 2.06K shares | 2.69M | $153.74 | 719.16K |
| Q1 2021 | share | Decrease | -1.30% | -9.45K shares | 16.84M | $149.59 | 717.10K |
| Q4 2020 | share | Decrease | -4.09% | -30.96K shares | 19.39M | $123.98 | 726.56K |
| Q3 2020 | share | Increase | +3.18% | 23.32K shares | 3.86M | $93.08 | 757.52K |
| Q2 2020 | share | Increase | +3.89% | 27.48K shares | 5.43M | $90.07 | 734.19K |
| Q1 2020 | share | Decrease | -3.85% | -28.31K shares | -38.83M | $85.3 | 706.71K |
| Q4 2019 | share | Increase | +4.69% | 32.89K shares | 19.82M | $131.22 | 735.03K |
| Q3 2019 | share | Decrease | -11.67% | -92.79K shares | -6.23M | $109.9 | 702.13K |
| Q2 2019 | put | Decrease | -100.00% | -14.1K shares | -1.42M | $103.67 | 0 |
| Q2 2019 | share | Increase | +6.14% | 46.01K shares | 13.06M | $103.67 | 794.93K |
| Q1 2019 | share | Increase | +4.13% | 29.69K shares | 5.60M | $93.16 | 748.92K |
| Q1 2019 | put | Increase | 0.00% | 14.1K shares | 1.42M | $93.16 | 14.1K |
| Q4 2018 | share | Increase | +2.21% | 15.54K shares | -9.19M | $89.1 | 719.22K |
| Q3 2018 | share | Increase | +2.56% | 17.59K shares | 7.91M | $102.28 | 703.68K |
| Q2 2018 | share | Decrease | -0.91% | -6.27K shares | -4.64M | $93.95 | 686.08K |
| Q1 2018 | share | Increase | 0.00% | 692.36K shares | 76.13M | $98.65 | 692.36K |
| Q4 2017 | share | Decrease | -100.00% | -685.09K shares | -65.43M | $95.45 | 0 |
| Q3 2017 | share | Increase | +1.64% | 11.04K shares | 3.82M | $84.75 | 685.09K |
| Q2 2017 | share | Increase | +0.87% | 5.83K shares | 2.91M | $80.67 | 674.04K |
| Q1 2017 | share | Decrease | -4.24% | -29.56K shares | -1.51M | $77.09 | 668.21K |
| Q4 2016 | share | Increase | 0.00% | 697.77K shares | 60.21M | $75.31 | 697.77K |
| Q3 2016 | share | Decrease | -100.00% | -693.42K shares | -42.99M | $57.7 | 0 |
| Q2 2016 | share | Increase | +1.91% | 12.96K shares | 2.69M | $53.43 | 693.42K |
| Q1 2016 | share | Increase | +2.82% | 18.67K shares | -3.40M | $50.54 | 680.45K |