BSW WEALTH PARTNERS – JPMorgan Chase & Co. Transaction History
BSW WEALTH PARTNERS portfolio value:
$1.31M
portfolio value
BSW WEALTH PARTNERS 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 | +1.10% | 137 shares | -87K | $104.5 | 12.57K |
| Q2 2022 | share | Increase | +0.39% | 48 shares | -288K | $112.61 | 12.44K |
| Q1 2022 | share | Increase | +3.69% | 441 shares | -204K | $136.32 | 12.39K |
| Q4 2021 | share | Increase | +12.66% | 1.34K shares | 156K | $158.48 | 11.95K |
| Q3 2021 | share | Decrease | -9.99% | -1.17K shares | -96K | $162.73 | 10.60K |
| Q2 2021 | share | Increase | +3.58% | 407 shares | 101K | $153.74 | 11.78K |
| Q1 2021 | share | Decrease | -11.54% | -1.48K shares | 97K | $149.59 | 11.37K |
| Q4 2020 | share | Increase | +8.60% | 1.01K shares | 495K | $123.98 | 12.86K |
| Q3 2020 | share | Increase | +1.46% | 171 shares | 42K | $93.08 | 11.84K |
| Q2 2020 | share | Increase | +2.79% | 317 shares | 76K | $90.07 | 11.67K |
| Q1 2020 | share | Increase | +0.49% | 55 shares | -553K | $85.3 | 11.35K |
| Q4 2019 | share | Increase | +17.69% | 1.69K shares | 445K | $131.22 | 11.30K |
| Q3 2019 | share | Increase | +1.60% | 151 shares | 73K | $109.9 | 9.60K |
| Q2 2019 | share | Increase | +16.90% | 1.36K shares | 239K | $103.67 | 9.45K |
| Q1 2019 | share | Increase | +3.13% | 245 shares | 53K | $93.16 | 8.08K |
| Q4 2018 | share | Increase | +0.01% | 1 shares | -120K | $89.1 | 7.84K |
| Q3 2018 | share | Increase | +0.03% | 2 shares | 68K | $102.28 | 7.83K |
| Q2 2018 | share | 0.00% | 0 shares | -45K | $93.95 | 7.83K | |
| Q1 2018 | share | Decrease | -14.64% | -1.34K shares | -120K | $98.65 | 7.83K |
| Q4 2017 | share | Increase | +3.37% | 299 shares | 134K | $95.45 | 9.18K |
| Q3 2017 | share | Increase | +0.28% | 25 shares | 38K | $84.75 | 8.88K |
| Q2 2017 | share | Increase | +81.16% | 3.96K shares | 381K | $80.67 | 8.85K |
| Q1 2017 | share | Increase | +0.53% | 26 shares | 9K | $77.09 | 4.88K |
| Q4 2016 | share | Increase | +1410.25% | 4.54K shares | 415.16K | $75.31 | 4.86K |
| Q3 2016 | share | Decrease | -93.73% | -4.81K shares | -314.16K | $57.7 | 322 |
| Q2 2016 | share | Decrease | -0.43% | -22 shares | 14K | $53.43 | 5.13K |
| Q1 2016 | share | Decrease | -5.14% | -279 shares | -54K | $50.54 | 5.15K |