B. RILEY WEALTH ADVISORS, INC. – JPMorgan Chase & Co. Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$15.02M
portfolio value
B. RILEY WEALTH ADVISORS, 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 | Increase | +33.67% | 36.21K shares | 2.91M | $104.5 | 143.78K |
| Q2 2022 | share | Decrease | -8.02% | -9.38K shares | -3.83M | $112.61 | 107.57K |
| Q1 2022 | share | Increase | +9.44% | 10.09K shares | -976K | $136.32 | 116.95K |
| Q4 2021 | share | Decrease | -2.31% | -2.52K shares | -955K | $158.48 | 106.86K |
| Q3 2021 | share | Increase | +10.87% | 10.72K shares | 2.54M | $162.73 | 109.38K |
| Q2 2021 | share | Decrease | -2.79% | -2.83K shares | -41K | $153.74 | 98.66K |
| Q1 2021 | share | Increase | +55.91% | 36.39K shares | 7.10M | $149.59 | 101.49K |
| Q4 2020 | share | Decrease | -22.27% | -18.65K shares | 252K | $123.98 | 65.09K |
| Q3 2020 | share | Increase | +16.24% | 11.69K shares | 1.24M | $93.08 | 83.74K |
| Q2 2020 | share | Increase | +5.37% | 3.67K shares | 623K | $90.07 | 72.04K |
| Q1 2020 | share | Decrease | -4.68% | -3.36K shares | -3.84M | $85.3 | 68.37K |
| Q4 2019 | share | Increase | +9.32% | 6.11K shares | 2.27M | $131.22 | 71.73K |
| Q3 2019 | share | Decrease | -0.15% | -101 shares | 382K | $109.9 | 65.62K |
| Q2 2019 | share | Increase | +3.81% | 2.41K shares | 935K | $103.67 | 65.72K |
| Q1 2019 | share | Increase | +8.67% | 5.04K shares | 719K | $93.16 | 63.30K |
| Q4 2018 | share | Increase | +4.24% | 2.36K shares | -619K | $89.1 | 58.25K |
| Q3 2018 | share | Increase | +0.74% | 411 shares | 525K | $102.28 | 55.89K |
| Q2 2018 | share | Increase | +0.82% | 450 shares | -272K | $93.95 | 55.47K |
| Q1 2018 | share | Decrease | -11.94% | -7.46K shares | -630K | $98.65 | 55.02K |
| Q4 2017 | share | Increase | +5.82% | 3.43K shares | 1.04M | $95.45 | 62.48K |
| Q3 2017 | share | Increase | +8.73% | 4.74K shares | 677K | $84.75 | 59.05K |
| Q2 2017 | share | Increase | +14.01% | 6.67K shares | 780K | $80.67 | 54.31K |
| Q1 2017 | share | Decrease | -0.83% | -401 shares | 39K | $77.09 | 47.63K |
| Q4 2016 | share | Decrease | -0.05% | -23 shares | 1.62M | $75.31 | 48.03K |
| Q3 2016 | share | Decrease | -1.00% | -485 shares | 108K | $57.7 | 48.06K |
| Q2 2016 | share | Decrease | -1.04% | -509 shares | 59K | $53.43 | 48.54K |
| Q1 2016 | share | Increase | +8.99% | 4.04K shares | -616K | $50.54 | 49.05K |