MCKINLEY CARTER WEALTH SERVICES, INC. – JPMorgan Chase & Co. Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$2.58M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, 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 | +0.09% | 23 shares | -198K | $104.5 | 24.69K |
| Q2 2022 | share | Increase | +2.12% | 512 shares | -515K | $112.61 | 24.67K |
| Q1 2022 | share | Increase | +4.87% | 1.12K shares | -354K | $136.32 | 24.16K |
| Q4 2021 | share | Increase | +2.61% | 585 shares | -28K | $158.48 | 23.04K |
| Q3 2021 | share | Increase | +4.42% | 950 shares | 331K | $162.73 | 22.45K |
| Q2 2021 | share | Decrease | -3.67% | -819 shares | -53K | $153.74 | 21.50K |
| Q1 2021 | share | Increase | +3.45% | 744 shares | 655K | $149.59 | 22.32K |
| Q4 2020 | share | Increase | +38.61% | 6.01K shares | 1.24M | $123.98 | 21.58K |
| Q3 2020 | share | Increase | +9.40% | 1.33K shares | 160K | $93.08 | 15.56K |
| Q2 2020 | share | Decrease | -5.03% | -754 shares | -10K | $90.07 | 14.23K |
| Q1 2020 | share | Increase | +0.94% | 140 shares | -720K | $85.3 | 14.98K |
| Q4 2019 | share | Increase | +14.61% | 1.89K shares | 545K | $131.22 | 14.84K |
| Q3 2019 | share | Increase | +49.40% | 4.28K shares | 555K | $109.9 | 12.95K |
| Q2 2019 | share | Increase | +2.96% | 249 shares | 117K | $103.67 | 8.67K |
| Q1 2019 | share | Decrease | -1.01% | -86 shares | 21K | $93.16 | 8.42K |
| Q4 2018 | share | Decrease | -6.90% | -630 shares | -200K | $89.1 | 8.50K |
| Q3 2018 | share | Increase | +0.77% | 70 shares | 86K | $102.28 | 9.13K |
| Q2 2018 | share | Decrease | -0.85% | -78 shares | -61K | $93.95 | 9.06K |
| Q1 2018 | share | Increase | +0.01% | 1 shares | 28K | $98.65 | 9.14K |
| Q4 2017 | share | Decrease | -12.68% | -1.32K shares | -22K | $95.45 | 9.14K |
| Q3 2017 | share | Increase | +0.04% | 4 shares | 43K | $84.75 | 10.47K |
| Q2 2017 | share | Decrease | -10.11% | -1.17K shares | -66K | $80.67 | 10.46K |
| Q1 2017 | share | Increase | +0.03% | 3 shares | 18K | $77.09 | 11.64K |
| Q4 2016 | share | Decrease | -0.56% | -65 shares | 225K | $75.31 | 11.64K |
| Q3 2016 | share | Decrease | -0.75% | -88 shares | 47K | $57.7 | 11.70K |
| Q2 2016 | share | Decrease | -8.27% | -1.06K shares | -29K | $53.43 | 11.79K |
| Q1 2016 | share | Increase | +3.03% | 378 shares | -62K | $50.54 | 12.85K |