AVIDIAN WEALTH SOLUTIONS, LLC – JPMorgan Chase & Co. Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$2.17M
portfolio value
AVIDIAN WEALTH SOLUTIONS, 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 | -6.36% | -1.41K shares | -329K | $104.5 | 20.81K |
| Q2 2022 | share | Decrease | -11.36% | -2.84K shares | -915K | $112.61 | 22.23K |
| Q1 2022 | share | Decrease | -10.19% | -2.84K shares | -1.00M | $136.32 | 25.08K |
| Q4 2021 | share | Increase | +20.95% | 4.83K shares | 643K | $158.48 | 27.92K |
| Q3 2021 | share | Increase | +8.74% | 1.85K shares | 476K | $162.73 | 23.08K |
| Q2 2021 | share | Decrease | -0.08% | -16 shares | 68K | $153.74 | 21.23K |
| Q1 2021 | share | Increase | 0.00% | 21.24K shares | 3.23M | $149.59 | 21.24K |
| Q4 2020 | share | Increase | +3.28% | 684 shares | 730K | $123.98 | 21.54K |
| Q3 2020 | share | Increase | +16.15% | 2.9K shares | 319K | $93.08 | 20.86K |
| Q2 2020 | share | Increase | +10.15% | 1.65K shares | 221K | $90.07 | 17.96K |
| Q1 2020 | share | Increase | +75.12% | 6.99K shares | 170K | $85.3 | 16.30K |
| Q4 2019 | share | Increase | +29.46% | 2.11K shares | 452K | $131.22 | 9.31K |
| Q3 2019 | share | Increase | +44.24% | 2.20K shares | 289K | $109.9 | 7.19K |
| Q2 2019 | share | Increase | +0.16% | 8 shares | 53K | $103.67 | 4.98K |
| Q1 2019 | share | Increase | +0.18% | 9 shares | 19K | $93.16 | 4.97K |
| Q4 2018 | share | Increase | +27.02% | 1.05K shares | 44K | $89.1 | 4.96K |
| Q3 2018 | share | Decrease | -31.05% | -1.76K shares | -150K | $102.28 | 3.91K |
| Q2 2018 | share | Decrease | -18.64% | -1.3K shares | -176K | $93.95 | 5.67K |
| Q1 2018 | share | Increase | +0.45% | 31 shares | 25K | $98.65 | 6.97K |
| Q4 2017 | share | Decrease | -0.43% | -30 shares | 76K | $95.45 | 6.94K |
| Q3 2017 | share | Increase | +0.14% | 10 shares | 30K | $84.75 | 6.97K |
| Q2 2017 | share | Increase | +5.36% | 354 shares | 55K | $80.67 | 6.96K |
| Q1 2017 | share | Increase | +24.37% | 1.29K shares | 122K | $77.09 | 6.60K |
| Q4 2016 | share | Increase | +22.50% | 976 shares | 170K | $75.31 | 5.31K |
| Q3 2016 | share | Increase | 0.00% | 4.33K shares | 289K | $57.7 | 4.33K |