INSTITUTE FOR WEALTH MANAGEMENT, LLC. – JPMorgan Chase & Co. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.87M
portfolio value
INSTITUTE FOR 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 | Decrease | -21.27% | -4.84K shares | -691K | $104.5 | 17.94K |
| Q2 2022 | share | Increase | +4.89% | 1.06K shares | -396K | $112.61 | 22.78K |
| Q1 2022 | share | Increase | +32.24% | 5.29K shares | 360K | $136.32 | 21.72K |
| Q4 2021 | share | Decrease | -0.25% | -41 shares | -94K | $158.48 | 16.43K |
| Q3 2021 | share | Increase | +2.93% | 469 shares | 207K | $162.73 | 16.47K |
| Q2 2021 | share | Increase | +2.07% | 325 shares | 102K | $153.74 | 16.00K |
| Q1 2021 | share | Decrease | -4.88% | -804 shares | 293K | $149.59 | 15.67K |
| Q4 2020 | share | Increase | +1.70% | 276 shares | 534K | $123.98 | 16.48K |
| Q3 2020 | share | Decrease | -9.23% | -1.64K shares | -119K | $93.08 | 16.20K |
| Q2 2020 | share | Decrease | -0.59% | -106 shares | 62K | $90.07 | 17.85K |
| Q1 2020 | share | Decrease | -18.43% | -4.05K shares | -1.45M | $85.3 | 17.95K |
| Q4 2019 | share | Decrease | -0.69% | -152 shares | 460K | $131.22 | 22.01K |
| Q3 2019 | share | Decrease | -16.43% | -4.35K shares | -357K | $109.9 | 22.16K |
| Q2 2019 | share | Increase | +12.48% | 2.94K shares | 578K | $103.67 | 26.52K |
| Q1 2019 | share | Decrease | -14.02% | -3.84K shares | -288K | $93.16 | 23.58K |
| Q4 2018 | share | Increase | +40.17% | 7.86K shares | 410K | $89.1 | 27.42K |
| Q3 2018 | share | Decrease | -10.84% | -2.38K shares | -10K | $102.28 | 19.56K |
| Q2 2018 | share | Increase | +2.96% | 630 shares | -55K | $93.95 | 21.94K |
| Q1 2018 | share | Increase | +36.76% | 5.73K shares | 655K | $98.65 | 21.31K |
| Q4 2017 | share | Decrease | -27.53% | -5.92K shares | -388K | $95.45 | 15.58K |
| Q3 2017 | share | Increase | +1.00% | 214 shares | 120K | $84.75 | 21.51K |
| Q2 2017 | share | Increase | 0.00% | 21.29K shares | 1.94M | $80.67 | 21.29K |