EVERCORE WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$62.42M
portfolio value
EVERCORE WEALTH MANAGEMENT, 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 | Increase | +0.03% | 197 shares | -4.82M | $104.5 | 597.35K |
| Q2 2022 | share | Increase | +1.00% | 5.88K shares | -13.35M | $112.61 | 597.15K |
| Q1 2022 | share | Increase | +9.11% | 49.35K shares | -5.21M | $136.32 | 591.27K |
| Q4 2021 | share | Increase | +1.76% | 9.38K shares | -1.35M | $158.48 | 541.91K |
| Q3 2021 | share | Increase | +1.46% | 7.68K shares | 5.53M | $162.73 | 532.52K |
| Q2 2021 | share | Increase | +4.26% | 21.46K shares | 5.00M | $153.74 | 524.84K |
| Q1 2021 | share | Increase | +4.54% | 21.86K shares | 15.44M | $149.59 | 503.38K |
| Q4 2020 | share | Increase | +21.58% | 85.47K shares | 23.06M | $123.98 | 481.51K |
| Q3 2020 | share | Increase | +146.46% | 235.35K shares | 23.01M | $93.08 | 396.04K |
| Q2 2020 | share | Increase | +8.08% | 12.00K shares | 1.72M | $90.07 | 160.69K |
| Q1 2020 | share | Increase | +3.01% | 4.33K shares | -6.73M | $85.3 | 148.68K |
| Q4 2019 | share | Increase | +0.96% | 1.37K shares | 3.29M | $131.22 | 144.34K |
| Q3 2019 | share | Increase | +0.50% | 711 shares | 922K | $109.9 | 142.97K |
| Q2 2019 | share | Increase | +7.50% | 9.92K shares | 2.50M | $103.67 | 142.26K |
| Q1 2019 | share | Increase | +4.04% | 5.14K shares | 980K | $93.16 | 132.34K |
| Q4 2018 | share | Decrease | -0.17% | -222 shares | -1.96M | $89.1 | 127.19K |
| Q3 2018 | share | Increase | +1.01% | 1.27K shares | 1.23M | $102.28 | 127.42K |
| Q2 2018 | share | Increase | +13.26% | 14.76K shares | 897K | $93.95 | 126.14K |
| Q1 2018 | share | Decrease | -1.87% | -2.11K shares | 110K | $98.65 | 111.37K |
| Q4 2017 | share | Increase | +2.32% | 2.56K shares | 1.54M | $95.45 | 113.49K |
| Q3 2017 | share | Increase | +1.01% | 1.11K shares | 557K | $84.75 | 110.92K |
| Q2 2017 | share | Increase | +13.74% | 13.26K shares | 1.55M | $80.67 | 109.81K |
| Q1 2017 | share | Increase | +4.39% | 4.06K shares | 501K | $77.09 | 96.54K |
| Q4 2016 | share | Increase | +7.23% | 6.23K shares | 2.23M | $75.31 | 92.48K |
| Q3 2016 | share | Decrease | -1.97% | -1.73K shares | 276K | $57.7 | 86.24K |
| Q2 2016 | share | Increase | +2.71% | 2.32K shares | 394K | $53.43 | 87.98K |
| Q1 2016 | share | Decrease | -14.24% | -14.21K shares | -1.52M | $50.54 | 85.65K |