CAPSTONE FINANCIAL ADVISORS, INC. – JPMorgan Chase & Co. Transaction History
CAPSTONE FINANCIAL ADVISORS, INC. portfolio value:
$5.62M
portfolio value
CAPSTONE FINANCIAL 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 | +1.39% | 738 shares | -353K | $104.5 | 53.84K |
| Q2 2022 | share | Increase | +0.59% | 310 shares | -1.21M | $112.61 | 53.10K |
| Q1 2022 | share | Increase | +0.18% | 93 shares | -1.14M | $136.32 | 52.79K |
| Q4 2021 | share | Increase | +1.62% | 841 shares | -144K | $158.48 | 52.70K |
| Q3 2021 | share | Increase | +0.79% | 405 shares | 486K | $162.73 | 51.86K |
| Q2 2021 | share | Increase | +1.73% | 876 shares | 304K | $153.74 | 51.45K |
| Q1 2021 | share | Increase | +0.64% | 323 shares | 1.31M | $149.59 | 50.58K |
| Q4 2020 | share | Decrease | -0.48% | -243 shares | 1.52M | $123.98 | 50.25K |
| Q3 2020 | share | Increase | 0.00% | 1 shares | 112K | $93.08 | 50.50K |
| Q2 2020 | share | Decrease | -0.51% | -260 shares | 180K | $90.07 | 50.50K |
| Q1 2020 | share | Decrease | -1.66% | -855 shares | -2.62M | $85.3 | 50.76K |
| Q4 2019 | share | Increase | +0.18% | 93 shares | 1.13M | $131.22 | 51.61K |
| Q3 2019 | share | Decrease | -4.12% | -2.21K shares | 56K | $109.9 | 51.52K |
| Q2 2019 | share | Increase | +0.76% | 404 shares | 609K | $103.67 | 53.73K |
| Q1 2019 | share | Increase | +1.15% | 605 shares | 252K | $93.16 | 53.33K |
| Q4 2018 | share | Decrease | -8.45% | -4.86K shares | -1.35M | $89.1 | 52.72K |
| Q3 2018 | share | Increase | +0.01% | 5 shares | 498K | $102.28 | 57.59K |
| Q2 2018 | share | Increase | +0.01% | 4 shares | -332K | $93.95 | 57.58K |
| Q1 2018 | share | Decrease | -1.13% | -661 shares | 104K | $98.65 | 57.58K |
| Q4 2017 | share | Decrease | -2.31% | -1.37K shares | 534K | $95.45 | 58.24K |
| Q3 2017 | share | Decrease | -0.09% | -55 shares | 240K | $84.75 | 59.62K |
| Q2 2017 | share | Increase | +1.58% | 927 shares | 294K | $80.67 | 59.67K |
| Q1 2017 | share | Increase | +0.86% | 500 shares | 135K | $77.09 | 58.75K |
| Q4 2016 | share | Increase | +0.06% | 34 shares | 1.14M | $75.31 | 58.25K |
| Q3 2016 | share | Increase | 0.00% | 1 shares | 259K | $57.7 | 58.21K |
| Q2 2016 | share | Decrease | -2.28% | -1.36K shares | 90K | $53.43 | 58.21K |
| Q1 2016 | share | Decrease | -2.22% | -1.35K shares | -495K | $50.54 | 59.57K |