HERITAGE WEALTH ADVISORS – JPMorgan Chase & Co. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$1.89M
portfolio value
HERITAGE WEALTH ADVISORS 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 | -2.00% | -370 shares | -189K | $104.5 | 18.15K |
| Q2 2022 | share | Decrease | -53.75% | -21.53K shares | -3.37M | $112.61 | 18.52K |
| Q1 2022 | share | Decrease | -0.19% | -78 shares | -895K | $136.32 | 40.05K |
| Q4 2021 | share | Increase | +3.00% | 1.17K shares | -22.92K | $158.48 | 40.13K |
| Q3 2021 | share | Decrease | -0.63% | -248 shares | 279.05K | $162.73 | 38.96K |
| Q2 2021 | share | Decrease | -18.16% | -8.70K shares | -1.19M | $153.74 | 39.21K |
| Q1 2021 | share | Decrease | -3.32% | -1.64K shares | 996.77K | $149.59 | 47.91K |
| Q4 2020 | share | Increase | +217.04% | 33.93K shares | 4.79M | $123.98 | 49.56K |
| Q3 2020 | share | Decrease | -3.36% | -543 shares | -16.53K | $93.08 | 15.63K |
| Q2 2020 | share | Increase | +0.65% | 105 shares | 74.59K | $90.07 | 16.17K |
| Q1 2020 | share | Increase | +67.35% | 6.46K shares | 108.27K | $85.3 | 16.07K |
| Q4 2019 | share | Increase | +7.56% | 675 shares | 288.61K | $131.22 | 9.60K |
| Q3 2019 | share | Increase | +33.61% | 2.24K shares | 303.00K | $109.9 | 8.92K |
| Q2 2019 | share | Increase | +23.40% | 1.26K shares | 198.86K | $103.67 | 6.68K |
| Q1 2019 | share | Increase | +2.87% | 151 shares | 35.12K | $93.16 | 5.41K |
| Q4 2018 | share | Increase | +1.00% | 52 shares | -75K | $89.1 | 5.26K |
| Q3 2018 | share | Decrease | -0.46% | -24 shares | 43K | $102.28 | 5.21K |
| Q2 2018 | share | Increase | +0.02% | 1 shares | -30K | $93.95 | 5.23K |
| Q1 2018 | share | Increase | +0.35% | 18 shares | 17K | $98.65 | 5.23K |
| Q4 2017 | share | Decrease | -0.80% | -42 shares | 55K | $95.45 | 5.21K |
| Q3 2017 | share | Increase | +8.37% | 406 shares | 60K | $84.75 | 5.25K |
| Q2 2017 | share | Increase | +2.15% | 102 shares | 25K | $80.67 | 4.85K |
| Q1 2017 | share | Increase | +8.27% | 363 shares | 39K | $77.09 | 4.75K |
| Q4 2016 | share | Increase | +0.07% | 3 shares | 86K | $75.31 | 4.38K |
| Q3 2016 | share | Increase | +0.07% | 3 shares | 20K | $57.7 | 4.38K |
| Q2 2016 | share | Increase | 0.00% | 4.38K shares | 273K | $53.43 | 4.38K |