RKL WEALTH MANAGEMENT LLC – JPMorgan Chase & Co. Transaction History
RKL WEALTH MANAGEMENT LLC portfolio value:
$1.94M
portfolio value
RKL 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 | Increase | +4.67% | 829 shares | -57K | $104.5 | 18.58K |
| Q2 2022 | share | Increase | +1.78% | 311 shares | -379K | $112.61 | 17.75K |
| Q1 2022 | share | Increase | +7.95% | 1.28K shares | -181K | $136.32 | 17.44K |
| Q4 2021 | share | Increase | +0.12% | 19 shares | -83K | $158.48 | 16.16K |
| Q3 2021 | share | Decrease | -0.14% | -23 shares | 128K | $162.73 | 16.14K |
| Q2 2021 | share | Increase | +1.50% | 239 shares | 90K | $153.74 | 16.16K |
| Q1 2021 | share | Decrease | -4.01% | -665 shares | 316K | $149.59 | 15.92K |
| Q4 2020 | share | Decrease | -0.82% | -138 shares | 498K | $123.98 | 16.59K |
| Q3 2020 | share | Decrease | -4.92% | -865 shares | -45K | $93.08 | 16.72K |
| Q2 2020 | share | Increase | +2.99% | 511 shares | 117K | $90.07 | 17.59K |
| Q1 2020 | share | Decrease | -2.52% | -441 shares | -905K | $85.3 | 17.08K |
| Q4 2019 | share | Decrease | -0.74% | -130 shares | 365K | $131.22 | 17.52K |
| Q3 2019 | share | Decrease | -0.46% | -81 shares | 98K | $109.9 | 17.65K |
| Q2 2019 | share | Increase | +2.19% | 380 shares | 224K | $103.67 | 17.73K |
| Q1 2019 | share | Increase | +0.42% | 72 shares | 65K | $93.16 | 17.35K |
| Q4 2018 | share | Decrease | -1.18% | -206 shares | -285K | $89.1 | 17.28K |
| Q3 2018 | share | Decrease | -3.34% | -604 shares | 96K | $102.28 | 17.48K |
| Q2 2018 | share | Decrease | -1.68% | -310 shares | -138K | $93.95 | 18.09K |
| Q1 2018 | share | Increase | +2.43% | 436 shares | 104K | $98.65 | 18.40K |
| Q4 2017 | share | Decrease | -57.62% | -24.42K shares | -484K | $95.45 | 17.96K |
| Q3 2017 | share | Increase | +204.21% | 28.45K shares | 1.13M | $84.75 | 42.39K |
| Q2 2017 | share | Increase | +79.53% | 6.17K shares | 585K | $80.67 | 13.93K |
| Q1 2017 | share | Increase | +97.46% | 3.83K shares | 342K | $77.09 | 7.76K |
| Q4 2016 | share | Increase | 0.00% | 3.93K shares | 339K | $75.31 | 3.93K |