EDGE WEALTH MANAGEMENT LLC – JPMorgan Chase & Co. Transaction History
EDGE WEALTH MANAGEMENT LLC portfolio value:
$10.17M
portfolio value
EDGE 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 | Increase | +0.22% | 212 shares | -646K | $104.5 | 96.25K |
| Q2 2022 | share | Increase | +1.37% | 1.29K shares | -2.1M | $112.61 | 96.04K |
| Q1 2022 | share | Increase | +2.98% | 2.74K shares | -1.65M | $136.32 | 94.74K |
| Q4 2021 | share | Increase | +1.15% | 1.04K shares | -321K | $158.48 | 92.00K |
| Q3 2021 | share | Increase | +4.05% | 3.54K shares | 1.31M | $162.73 | 90.96K |
| Q2 2021 | share | Increase | +0.11% | 95 shares | 280K | $153.74 | 87.41K |
| Q1 2021 | share | Decrease | -3.40% | -3.07K shares | 1.84M | $149.59 | 87.32K |
| Q4 2020 | share | Decrease | -14.30% | -15.08K shares | 1.29M | $123.98 | 90.39K |
| Q3 2020 | share | Decrease | -9.02% | -10.45K shares | -750K | $93.08 | 105.48K |
| Q2 2020 | share | Decrease | -4.07% | -4.91K shares | -100K | $90.07 | 115.94K |
| Q1 2020 | share | Increase | +20.85% | 20.85K shares | -2.88M | $85.3 | 120.85K |
| Q4 2019 | share | Increase | +1.11% | 1.09K shares | 2.24M | $131.22 | 100.00K |
| Q3 2019 | share | Decrease | -3.60% | -3.69K shares | 178K | $109.9 | 98.90K |
| Q2 2019 | share | Decrease | -4.10% | -4.38K shares | 926K | $103.67 | 102.59K |
| Q1 2019 | share | Decrease | -0.67% | -722 shares | 22K | $93.16 | 106.97K |
| Q4 2018 | share | Increase | +31.86% | 26.02K shares | 1.29M | $89.1 | 107.70K |
| Q3 2018 | share | Decrease | -0.78% | -639 shares | 658K | $102.28 | 81.68K |
| Q2 2018 | share | Decrease | -2.90% | -2.46K shares | -764K | $93.95 | 82.32K |
| Q1 2018 | share | Decrease | -2.27% | -1.97K shares | -7K | $98.65 | 84.78K |
| Q4 2017 | share | Decrease | -6.66% | -6.18K shares | 466K | $95.45 | 86.75K |
| Q3 2017 | share | Decrease | -8.68% | -8.83K shares | -641K | $84.75 | 92.93K |
| Q2 2017 | share | Decrease | -4.44% | -4.73K shares | 208K | $80.67 | 101.77K |
| Q1 2017 | share | Increase | +7.36% | 7.30K shares | 836K | $77.09 | 106.50K |
| Q4 2016 | share | Decrease | -1.96% | -1.98K shares | 1.82M | $75.31 | 99.19K |
| Q3 2016 | share | Increase | +1.38% | 1.38K shares | 445K | $57.7 | 101.18K |
| Q2 2016 | share | Increase | +6.71% | 6.27K shares | 654K | $53.43 | 99.80K |
| Q1 2016 | share | Increase | +2.66% | 2.42K shares | -511K | $50.54 | 93.52K |