SRS CAPITAL ADVISORS, INC. – JPMorgan Chase & Co. Transaction History
SRS CAPITAL ADVISORS, INC. portfolio value:
$749,000
portfolio value
SRS CAPITAL ADVISORS, INC. 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 | +2.37% | 166 shares | -39K | $104.5 | 7.16K |
| Q2 2022 | share | Increase | +10.53% | 667 shares | -75K | $112.61 | 7.00K |
| Q1 2022 | share | Increase | +3.99% | 243 shares | -101K | $136.32 | 6.33K |
| Q4 2021 | share | Increase | +11.33% | 620 shares | 68K | $158.48 | 6.09K |
| Q3 2021 | share | Decrease | -3.15% | -178 shares | 17K | $162.73 | 5.47K |
| Q2 2021 | share | Increase | +9.56% | 493 shares | 224K | $153.74 | 5.64K |
| Q4 2020 | share | Increase | +2.00% | 101 shares | 168K | $123.98 | 5.15K |
| Q3 2020 | share | Increase | +3.61% | 176 shares | 28K | $93.08 | 5.05K |
| Q2 2020 | share | Decrease | -9.41% | -507 shares | -26K | $90.07 | 4.87K |
| Q1 2020 | share | Increase | +7.42% | 372 shares | -214K | $85.3 | 5.38K |
| Q4 2019 | share | Decrease | -6.10% | -326 shares | 71K | $131.22 | 5.01K |
| Q3 2019 | share | Decrease | -1.48% | -80 shares | 22K | $109.9 | 5.34K |
| Q2 2019 | share | Decrease | -9.06% | -540 shares | 24K | $103.67 | 5.42K |
| Q4 2018 | share | Increase | +22.08% | 1.07K shares | 31K | $89.1 | 5.96K |
| Q3 2018 | share | Decrease | -19.43% | -1.17K shares | -80K | $102.28 | 4.88K |
| Q2 2018 | share | Increase | +22.83% | 1.12K shares | 89K | $93.95 | 6.05K |
| Q1 2018 | share | Increase | +4.98% | 234 shares | 40K | $98.65 | 4.93K |
| Q4 2017 | share | Increase | +0.43% | 20 shares | 56K | $95.45 | 4.69K |
| Q3 2017 | share | Decrease | -1.76% | -84 shares | 12K | $84.75 | 4.67K |
| Q2 2017 | share | Decrease | -1.85% | -90 shares | 8K | $80.67 | 4.76K |
| Q1 2017 | share | Increase | +27.11% | 1.03K shares | 97K | $77.09 | 4.85K |
| Q4 2016 | share | Increase | 0.00% | 3.81K shares | 329K | $75.31 | 3.81K |