EP WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$59.4M
portfolio value
EP WEALTH ADVISORS, 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 | Increase | +8.00% | 42.12K shares | 134K | $104.5 | 568.41K |
| Q2 2022 | share | Increase | +8.65% | 41.87K shares | -6.77M | $112.61 | 526.29K |
| Q1 2022 | share | Increase | +3.90% | 18.18K shares | -7.79M | $136.32 | 484.41K |
| Q4 2021 | share | Increase | +2.28% | 10.4K shares | -787K | $158.48 | 466.23K |
| Q3 2021 | share | Increase | +5.27% | 22.82K shares | 7.26M | $162.73 | 455.83K |
| Q2 2021 | share | Increase | +1.46% | 6.21K shares | 2.38M | $153.74 | 433.00K |
| Q1 2021 | share | Increase | +8.51% | 33.45K shares | 14.98M | $149.59 | 426.79K |
| Q4 2020 | share | Increase | +4.09% | 15.45K shares | 13.60M | $123.98 | 393.33K |
| Q3 2020 | share | Increase | +8.60% | 29.93K shares | 3.65M | $93.08 | 377.87K |
| Q2 2020 | share | Increase | +6.02% | 19.77K shares | 3.18M | $90.07 | 347.94K |
| Q1 2020 | share | Increase | +8.97% | 27.00K shares | -12.43M | $85.3 | 328.17K |
| Q4 2019 | share | Decrease | -0.79% | -2.38K shares | 6.25M | $131.22 | 301.16K |
| Q3 2019 | share | Decrease | -1.10% | -3.36K shares | 1.41M | $109.9 | 303.55K |
| Q2 2019 | share | Increase | +26.91% | 65.07K shares | 9.83M | $103.67 | 306.91K |
| Q1 2019 | share | Increase | +3.55% | 8.29K shares | 1.68M | $93.16 | 241.83K |
| Q4 2018 | share | Increase | +9.05% | 19.38K shares | -1.36M | $89.1 | 233.54K |
| Q3 2018 | share | Increase | +4.78% | 9.77K shares | 2.86M | $102.28 | 214.16K |
| Q2 2018 | share | Increase | +3.35% | 6.62K shares | -451K | $93.95 | 204.38K |
| Q1 2018 | share | Decrease | -0.50% | -995 shares | 493K | $98.65 | 197.76K |
| Q4 2017 | share | Increase | +1.70% | 3.31K shares | 2.58M | $95.45 | 198.76K |
| Q3 2017 | share | Increase | +1.27% | 2.44K shares | 1.02M | $84.75 | 195.44K |
| Q2 2017 | share | Increase | +4.46% | 8.23K shares | 1.41M | $80.67 | 193K |
| Q1 2017 | share | Decrease | -5.23% | -10.20K shares | 1.21M | $77.09 | 184.76K |
| Q4 2016 | share | Decrease | -2.66% | -5.33K shares | 1.67M | $75.31 | 194.96K |
| Q3 2016 | share | Decrease | -0.87% | -1.75K shares | 782K | $57.7 | 200.30K |
| Q2 2016 | share | Decrease | -5.86% | -12.57K shares | -154K | $53.43 | 202.05K |
| Q1 2016 | share | Decrease | -13.99% | -34.89K shares | -3.76M | $50.54 | 214.62K |