UNITED ASSET STRATEGIES, INC. – JPMorgan Chase & Co. Transaction History
UNITED ASSET STRATEGIES, INC. portfolio value:
$11.71M
portfolio value
UNITED ASSET STRATEGIES, 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 | Decrease | -2.23% | -2.55K shares | -1.19M | $104.5 | 112.10K |
| Q2 2022 | share | Decrease | -13.42% | -17.77K shares | -5.14M | $112.61 | 114.65K |
| Q1 2022 | share | Increase | +5.76% | 7.20K shares | -1.77M | $136.32 | 132.43K |
| Q4 2021 | share | Increase | +1.17% | 1.44K shares | -432K | $158.48 | 125.23K |
| Q3 2021 | share | Increase | +36.38% | 33.02K shares | 6.14M | $162.73 | 123.78K |
| Q2 2021 | share | Decrease | -1.96% | -1.81K shares | 25K | $153.74 | 90.76K |
| Q1 2021 | share | Decrease | -0.06% | -58 shares | 2.32M | $149.59 | 92.57K |
| Q4 2020 | share | Increase | +4.23% | 3.75K shares | 3.21M | $123.98 | 92.62K |
| Q3 2020 | share | Increase | +34.77% | 22.92K shares | 2.35M | $93.08 | 88.87K |
| Q2 2020 | share | Increase | +3.79% | 2.40K shares | 483K | $90.07 | 65.94K |
| Q1 2020 | share | Increase | +56.13% | 22.84K shares | 47K | $85.3 | 63.53K |
| Q4 2019 | share | Increase | +2.60% | 1.03K shares | 1.00M | $131.22 | 40.69K |
| Q3 2019 | share | Increase | +4.81% | 1.82K shares | 437K | $109.9 | 39.66K |
| Q2 2019 | share | Increase | +0.57% | 216 shares | 422K | $103.67 | 37.84K |
| Q1 2019 | share | Increase | +10.33% | 3.52K shares | 480K | $93.16 | 37.62K |
| Q4 2018 | share | Increase | +10.02% | 3.10K shares | -169K | $89.1 | 34.10K |
| Q3 2018 | share | Increase | +8.11% | 2.32K shares | 511K | $102.28 | 30.99K |
| Q2 2018 | share | Increase | +259.95% | 20.70K shares | 2.11M | $93.95 | 28.67K |
| Q1 2018 | share | Increase | +2.05% | 160 shares | 41K | $98.65 | 7.96K |
| Q4 2017 | share | Increase | 0.00% | 7.80K shares | 835K | $95.45 | 7.80K |
| Q3 2017 | share | Decrease | -100.00% | -6.20K shares | -567K | $84.75 | 0 |
| Q2 2017 | share | Increase | +0.99% | 61 shares | 27K | $80.67 | 6.20K |
| Q1 2017 | share | Increase | +1.24% | 75 shares | 16K | $77.09 | 6.14K |
| Q4 2016 | share | Decrease | -2.02% | -125 shares | 132K | $75.31 | 6.07K |
| Q3 2016 | share | Increase | +27.73% | 1.34K shares | 91K | $57.7 | 6.19K |
| Q2 2016 | share | Increase | +7.16% | 324 shares | 33K | $53.43 | 4.85K |
| Q1 2016 | share | Decrease | -19.46% | -1.09K shares | -103K | $50.54 | 4.52K |