JFS WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$945,000
portfolio value
JFS 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 | Decrease | -10.55% | -1.06K shares | -193K | $104.5 | 9.03K |
| Q2 2022 | share | Decrease | -16.91% | -2.05K shares | -519K | $112.61 | 10.10K |
| Q1 2022 | share | Increase | +13.28% | 1.42K shares | -43K | $136.32 | 12.16K |
| Q4 2021 | share | Increase | +42.09% | 3.18K shares | 463K | $158.48 | 10.73K |
| Q3 2021 | share | Decrease | -4.58% | -363 shares | 5K | $162.73 | 7.55K |
| Q2 2021 | share | Increase | +17.77% | 1.19K shares | 208K | $153.74 | 7.91K |
| Q1 2021 | share | Decrease | -7.29% | -529 shares | 102K | $149.59 | 6.72K |
| Q4 2020 | share | Increase | +3.56% | 249 shares | 248K | $123.98 | 7.25K |
| Q3 2020 | share | Increase | +5.26% | 350 shares | 48K | $93.08 | 7.00K |
| Q2 2020 | share | Increase | +20.35% | 1.12K shares | 128K | $90.07 | 6.65K |
| Q1 2020 | share | Increase | +0.93% | 51 shares | -266K | $85.3 | 5.52K |
| Q4 2019 | share | Decrease | -5.09% | -294 shares | 85K | $131.22 | 5.47K |
| Q3 2019 | share | Increase | +0.91% | 52 shares | 40K | $109.9 | 5.77K |
| Q2 2019 | share | 0.00% | 0 shares | 60K | $103.67 | 5.72K | |
| Q1 2019 | share | 0.00% | 0 shares | 21K | $93.16 | 5.72K | |
| Q4 2018 | share | Decrease | -7.53% | -466 shares | -140K | $89.1 | 5.72K |
| Q3 2018 | share | Decrease | -0.55% | -34 shares | 50K | $102.28 | 6.18K |
| Q2 2018 | share | Decrease | -3.19% | -205 shares | -59K | $93.95 | 6.22K |
| Q1 2018 | share | Decrease | -36.35% | -3.67K shares | -373K | $98.65 | 6.42K |
| Q4 2017 | share | Increase | +39.11% | 2.83K shares | 387K | $95.45 | 10.09K |
| Q3 2017 | share | Increase | +48.47% | 2.36K shares | 246K | $84.75 | 7.25K |
| Q2 2017 | share | Decrease | -38.65% | -3.08K shares | -241K | $80.67 | 4.88K |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $77.09 | 7.96K | |
| Q4 2016 | share | Decrease | -11.74% | -1.06K shares | 87K | $75.31 | 7.96K |
| Q3 2016 | share | Decrease | -46.83% | -7.95K shares | -454K | $57.7 | 9.02K |
| Q2 2016 | share | Increase | +88.72% | 7.98K shares | 522K | $53.43 | 16.97K |
| Q1 2016 | share | Increase | +17.15% | 1.31K shares | 25K | $50.54 | 8.99K |