JANICZEK WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
JANICZEK WEALTH MANAGEMENT, LLC portfolio value:
$90,000
portfolio value
JANICZEK 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 | Decrease | -21.12% | -230 shares | -36K | $104.5 | 859 |
| Q2 2022 | share | Increase | +4.71% | 49 shares | -16K | $112.61 | 1.08K |
| Q1 2022 | share | Increase | +0.39% | 4 shares | -22K | $136.32 | 1.04K |
| Q4 2021 | share | Increase | +5.82% | 57 shares | 4K | $158.48 | 1.03K |
| Q3 2021 | share | Increase | +13.70% | 118 shares | 26K | $162.73 | 979 |
| Q2 2021 | share | Increase | +8.85% | 70 shares | 14K | $153.74 | 861 |
| Q1 2021 | share | Increase | +37.57% | 216 shares | 47K | $149.59 | 791 |
| Q4 2020 | share | Increase | +5.89% | 32 shares | 21K | $123.98 | 575 |
| Q3 2020 | share | Decrease | -24.16% | -173 shares | -15K | $93.08 | 543 |
| Q2 2020 | share | Increase | +90.93% | 341 shares | 33K | $90.07 | 716 |
| Q1 2020 | share | Decrease | -3.85% | -15 shares | -20K | $85.3 | 375 |
| Q4 2019 | share | Increase | +4.00% | 15 shares | 10K | $131.22 | 390 |
| Q3 2019 | share | Increase | +87.50% | 175 shares | 22K | $109.9 | 375 |
| Q2 2019 | share | 0.00% | 0 shares | 2K | $103.67 | 200 | |
| Q1 2019 | share | Decrease | -67.74% | -420 shares | -41K | $93.16 | 200 |
| Q4 2018 | share | 0.00% | 0 shares | -9K | $89.1 | 620 | |
| Q3 2018 | share | Decrease | -2.36% | -15 shares | 4K | $102.28 | 620 |
| Q2 2018 | share | Increase | 0.00% | 635 shares | 66K | $93.95 | 635 |