WINCH ADVISORY SERVICES, LLC – JPMorgan Chase & Co. Transaction History
WINCH ADVISORY SERVICES, LLC portfolio value:
$2.49M
portfolio value
WINCH ADVISORY SERVICES, 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 | -0.69% | -165 shares | -212K | $104.5 | 23.85K |
| Q2 2022 | share | Increase | +0.20% | 48 shares | -563K | $112.61 | 24.02K |
| Q1 2022 | share | Decrease | -2.65% | -652 shares | -632K | $136.32 | 23.97K |
| Q4 2021 | share | Increase | +0.45% | 110 shares | -113K | $158.48 | 24.62K |
| Q3 2021 | share | Increase | +1.62% | 391 shares | 260K | $162.73 | 24.51K |
| Q2 2021 | share | Increase | +2.39% | 563 shares | 166K | $153.74 | 24.12K |
| Q1 2021 | share | Increase | +3.30% | 753 shares | 688K | $149.59 | 23.56K |
| Q4 2020 | share | Increase | +1.06% | 240 shares | 726K | $123.98 | 22.81K |
| Q3 2020 | share | Increase | +4.16% | 901 shares | 135K | $93.08 | 22.57K |
| Q2 2020 | share | Increase | +309.02% | 16.37K shares | 1.56M | $90.07 | 21.67K |
| Q1 2020 | share | Decrease | -0.82% | -44 shares | -268K | $85.3 | 5.29K |
| Q4 2019 | share | Increase | +5.49% | 278 shares | 149K | $131.22 | 5.34K |
| Q3 2019 | share | Increase | +31.02% | 1.19K shares | 164K | $109.9 | 5.06K |
| Q2 2019 | share | Increase | +16.91% | 559 shares | 97K | $103.67 | 3.86K |
| Q1 2019 | share | Increase | +34.17% | 842 shares | 94K | $93.16 | 3.30K |
| Q4 2018 | share | Increase | +4.85% | 114 shares | -24K | $89.1 | 2.46K |
| Q3 2018 | share | Decrease | -47.91% | -2.16K shares | -205K | $102.28 | 2.35K |
| Q2 2018 | share | Decrease | -87.45% | -31.43K shares | -3.48M | $93.95 | 4.51K |
| Q1 2018 | share | Increase | +10.28% | 3.35K shares | 467K | $98.65 | 35.94K |
| Q4 2017 | share | Increase | +2.46% | 783 shares | 445K | $95.45 | 32.59K |
| Q3 2017 | share | Decrease | -6.68% | -2.27K shares | -75K | $84.75 | 31.81K |
| Q2 2017 | share | Decrease | -3.23% | -1.13K shares | 22K | $80.67 | 34.08K |
| Q1 2017 | share | Increase | +15.80% | 4.80K shares | 469K | $77.09 | 35.22K |
| Q4 2016 | share | Decrease | -4.34% | -1.38K shares | 507K | $75.31 | 30.41K |
| Q3 2016 | share | Increase | +2541.11% | 30.59K shares | 2.04M | $57.7 | 31.79K |
| Q2 2016 | share | Increase | +3.97% | 46 shares | 6K | $53.43 | 1.20K |
| Q1 2016 | share | Increase | +72.84% | 488 shares | 25K | $50.54 | 1.15K |