CAPITAL WEALTH PLANNING, LLC – JPMorgan Chase & Co. Transaction History
CAPITAL WEALTH PLANNING, LLC portfolio value:
$269.89M
portfolio value
CAPITAL WEALTH PLANNING, 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 | +11.55% | 267.32K shares | 9.15M | $104.5 | 2.58M |
| Q2 2022 | share | Increase | +47.23% | 742.76K shares | 46.35M | $112.61 | 2.31M |
| Q1 2022 | share | Increase | +18.60% | 246.66K shares | 4.41M | $136.32 | 1.57M |
| Q4 2021 | share | Increase | +60.92% | 501.97K shares | 75.08M | $158.48 | 1.32M |
| Q3 2021 | share | Increase | +6.10% | 47.37K shares | 14.02M | $162.73 | 824.02K |
| Q2 2021 | share | Increase | +11.94% | 82.83K shares | 15.24M | $153.74 | 776.64K |
| Q1 2021 | share | Decrease | -4.97% | -36.27K shares | 8.32M | $149.59 | 693.81K |
| Q4 2020 | share | Increase | +12.37% | 80.34K shares | 34.74M | $123.98 | 730.08K |
| Q3 2020 | share | Decrease | -27.91% | -251.49K shares | -22.22M | $93.08 | 649.73K |
| Q2 2020 | share | Increase | +23.92% | 173.97K shares | 19.29M | $90.07 | 901.23K |
| Q1 2020 | share | Increase | +29.71% | 166.56K shares | -12.68M | $85.3 | 727.25K |
| Q4 2019 | share | Decrease | -18.88% | -130.47K shares | -8.25M | $131.22 | 560.69K |
| Q3 2019 | share | Increase | +3.93% | 26.14K shares | 12.06M | $109.9 | 691.16K |
| Q2 2019 | share | Increase | +2379.56% | 638.19K shares | 71.63M | $103.67 | 665.01K |
| Q1 2019 | share | Decrease | -15.94% | -5.08K shares | -400K | $93.16 | 26.82K |
| Q4 2018 | share | Increase | +0.90% | 286 shares | -452K | $89.1 | 31.90K |
| Q3 2018 | share | Increase | +3.18% | 974 shares | 374K | $102.28 | 31.62K |
| Q2 2018 | share | Decrease | -4.22% | -1.35K shares | -324K | $93.95 | 30.64K |
| Q1 2018 | share | Increase | 0.00% | 31.99K shares | 3.51M | $98.65 | 31.99K |
| Q4 2017 | share | Decrease | -100.00% | -14.99K shares | -1.43M | $95.45 | 0 |
| Q3 2017 | share | Decrease | -94.74% | -270.17K shares | -24.63M | $84.75 | 14.99K |
| Q2 2017 | share | Increase | +1929.67% | 271.11K shares | 24.82M | $80.67 | 285.16K |
| Q1 2017 | share | Increase | 0.00% | 14.05K shares | 1.23M | $77.09 | 14.05K |
| Q4 2016 | share | Decrease | -100.00% | -24.57K shares | -1.63M | $75.31 | 0 |
| Q3 2016 | share | Increase | +200.00% | 16.38K shares | 1.13M | $57.7 | 24.57K |
| Q2 2016 | share | Decrease | -47.00% | -7.26K shares | -413K | $53.43 | 8.19K |
| Q1 2016 | share | Decrease | -47.18% | -13.8K shares | -1.01M | $50.54 | 15.45K |