MODERA WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$2.07M
portfolio value
MODERA 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 | -7.06% | -1.50K shares | -332K | $104.5 | 19.88K |
| Q2 2022 | share | Increase | +6.85% | 1.37K shares | -320K | $112.61 | 21.38K |
| Q1 2022 | share | Decrease | -49.62% | -19.71K shares | -3.56M | $136.32 | 20.01K |
| Q4 2021 | share | Increase | +245.04% | 28.21K shares | 4.40M | $158.48 | 39.73K |
| Q3 2021 | share | Increase | +4.06% | 449 shares | 164K | $162.73 | 11.51K |
| Q2 2021 | share | Increase | +10.95% | 1.09K shares | 203K | $153.74 | 11.06K |
| Q1 2021 | share | Decrease | -1.10% | -111 shares | 236K | $149.59 | 9.97K |
| Q4 2020 | share | Increase | +33.84% | 2.55K shares | 557K | $123.98 | 10.08K |
| Q3 2020 | share | Increase | +0.15% | 11 shares | 17K | $93.08 | 7.53K |
| Q2 2020 | share | Decrease | -2.27% | -175 shares | 15K | $90.07 | 7.52K |
| Q1 2020 | share | Increase | +28.74% | 1.71K shares | -141K | $85.3 | 7.7K |
| Q4 2019 | share | Increase | +22.56% | 1.10K shares | 260K | $131.22 | 5.98K |
| Q3 2019 | share | Increase | +2.11% | 101 shares | 40K | $109.9 | 4.88K |
| Q2 2019 | share | Increase | +2.62% | 122 shares | 63K | $103.67 | 4.77K |
| Q1 2019 | share | Decrease | -10.90% | -570 shares | -39K | $93.16 | 4.65K |
| Q4 2018 | share | Increase | +24.87% | 1.04K shares | 38K | $89.1 | 5.22K |
| Q3 2018 | share | Increase | +9.24% | 354 shares | 73K | $102.28 | 4.18K |
| Q2 2018 | share | Increase | +2.00% | 75 shares | -14K | $93.95 | 3.83K |
| Q1 2018 | share | Decrease | -14.92% | -659 shares | -59K | $98.65 | 3.75K |
| Q4 2017 | share | Increase | +23.11% | 829 shares | 129K | $95.45 | 4.41K |
| Q3 2017 | share | Increase | +1.67% | 59 shares | 21K | $84.75 | 3.58K |
| Q2 2017 | share | Decrease | -6.74% | -255 shares | -10K | $80.67 | 3.52K |
| Q1 2017 | share | Increase | +0.03% | 1 shares | 6K | $77.09 | 3.78K |
| Q4 2016 | share | Increase | +13.88% | 461 shares | 105K | $75.31 | 3.78K |
| Q3 2016 | share | Decrease | -15.86% | -626 shares | -24K | $57.7 | 3.32K |
| Q2 2016 | share | Increase | 0.00% | 3.94K shares | 245K | $53.43 | 3.94K |