BUCKINGHAM STRATEGIC WEALTH, LLC – JPMorgan Chase & Co. Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$6.49M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, 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 | +0.25% | 154 shares | -487K | $104.5 | 62.18K |
| Q2 2022 | share | Increase | +8.44% | 4.82K shares | -812K | $112.61 | 62.02K |
| Q1 2022 | share | Increase | +1.90% | 1.06K shares | -1.09M | $136.32 | 57.2K |
| Q4 2021 | share | Decrease | -0.98% | -553 shares | -390K | $158.48 | 56.13K |
| Q3 2021 | share | Decrease | -10.26% | -6.47K shares | -546K | $162.73 | 56.68K |
| Q2 2021 | share | Increase | +1.37% | 855 shares | 340K | $153.74 | 63.16K |
| Q1 2021 | share | Increase | +0.50% | 312 shares | 1.60M | $149.59 | 62.30K |
| Q4 2020 | share | Decrease | -14.37% | -10.40K shares | 908K | $123.98 | 61.99K |
| Q3 2020 | share | Increase | 0.00% | 72.40K shares | 6.97M | $93.08 | 72.40K |
| Q2 2020 | share | Decrease | -21.99% | -12.13K shares | -918K | $90.07 | 43.04K |
| Q1 2020 | share | Increase | +19.79% | 9.11K shares | -1.45M | $85.3 | 55.17K |
| Q4 2019 | share | Increase | +1.51% | 683 shares | 1.08M | $131.22 | 46.06K |
| Q3 2019 | share | Increase | +2.30% | 1.02K shares | 382K | $109.9 | 45.37K |
| Q2 2019 | share | Increase | +4.26% | 1.81K shares | 652K | $103.67 | 44.35K |
| Q1 2019 | share | Increase | +0.49% | 208 shares | 174K | $93.16 | 42.54K |
| Q4 2018 | share | Increase | +11.42% | 4.33K shares | -155K | $89.1 | 42.33K |
| Q3 2018 | share | Decrease | -1.06% | -409 shares | 286K | $102.28 | 37.99K |
| Q2 2018 | share | Increase | +19.59% | 6.29K shares | 470K | $93.95 | 38.40K |
| Q1 2018 | share | Increase | +1.38% | 438 shares | 144K | $98.65 | 32.11K |
| Q4 2017 | share | Decrease | -0.56% | -178 shares | 346K | $95.45 | 31.67K |
| Q3 2017 | share | Decrease | -5.39% | -1.81K shares | -35K | $84.75 | 31.85K |
| Q2 2017 | share | Increase | +44.90% | 10.43K shares | 1.03M | $80.67 | 33.67K |
| Q1 2017 | share | Increase | +2.99% | 674 shares | 94K | $77.09 | 23.23K |
| Q4 2016 | share | Increase | +6.38% | 1.35K shares | 535K | $75.31 | 22.56K |
| Q3 2016 | share | Increase | +5.54% | 1.11K shares | 163K | $57.7 | 21.20K |
| Q2 2016 | share | Increase | +4.31% | 830 shares | 108K | $53.43 | 20.09K |
| Q1 2016 | share | Increase | +101.02% | 9.68K shares | 508K | $50.54 | 19.26K |