KELLEHER FINANCIAL ADVISORS – JPMorgan Chase & Co. Transaction History
KELLEHER FINANCIAL ADVISORS portfolio value:
$737,000
portfolio value
KELLEHER FINANCIAL ADVISORS 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 | -3.37% | -246 shares | -85K | $104.5 | 7.05K |
| Q2 2022 | share | Increase | +6.29% | 432 shares | -113K | $112.61 | 7.3K |
| Q1 2022 | share | Increase | +0.03% | 2 shares | -151K | $136.32 | 6.86K |
| Q4 2021 | share | Decrease | -11.31% | -876 shares | -181K | $158.48 | 6.86K |
| Q3 2021 | share | Increase | +17.09% | 1.13K shares | 239K | $162.73 | 7.74K |
| Q2 2021 | share | Increase | +0.56% | 37 shares | 28K | $153.74 | 6.61K |
| Q1 2021 | share | Increase | +0.02% | 1 shares | 165K | $149.59 | 6.57K |
| Q4 2020 | share | Increase | +19.94% | 1.09K shares | 308K | $123.98 | 6.57K |
| Q3 2020 | share | Increase | +8.81% | 444 shares | 54K | $93.08 | 5.48K |
| Q2 2020 | share | Decrease | -8.93% | -494 shares | -24K | $90.07 | 5.03K |
| Q1 2020 | share | Increase | +5.61% | 294 shares | -233K | $85.3 | 5.53K |
| Q4 2019 | share | 0.00% | 0 shares | 114K | $131.22 | 5.23K | |
| Q3 2019 | share | 0.00% | 0 shares | 31K | $109.9 | 5.23K | |
| Q2 2019 | share | 0.00% | 0 shares | 74K | $103.67 | 5.23K | |
| Q4 2018 | share | 0.00% | 0 shares | -79K | $89.1 | 5.23K | |
| Q3 2018 | share | 0.00% | 0 shares | 45K | $102.28 | 5.23K | |
| Q2 2018 | share | 0.00% | 0 shares | -30K | $93.95 | 5.23K | |
| Q1 2018 | share | 0.00% | 0 shares | 15K | $98.65 | 5.23K | |
| Q4 2017 | share | Decrease | -8.72% | -500 shares | 13K | $95.45 | 5.23K |
| Q3 2017 | share | Decrease | -7.05% | -435 shares | -17K | $84.75 | 5.73K |
| Q2 2017 | share | Increase | +19.33% | 1K shares | 110K | $80.67 | 6.17K |
| Q1 2017 | share | Decrease | -19.15% | -1.22K shares | -98K | $77.09 | 5.17K |
| Q4 2016 | share | Increase | +4.92% | 300 shares | 146K | $75.31 | 6.39K |
| Q3 2016 | share | 0.00% | 0 shares | 28K | $57.7 | 6.09K | |
| Q2 2016 | share | Decrease | -9.97% | -675 shares | -23K | $53.43 | 6.09K |
| Q1 2016 | share | Increase | +8.23% | 515 shares | -12K | $50.54 | 6.77K |