MARK SHEPTOFF FINANCIAL PLANNING, LLC – JPMorgan Chase & Co. Transaction History
MARK SHEPTOFF FINANCIAL PLANNING, LLC portfolio value:
$182,000
portfolio value
MARK SHEPTOFF FINANCIAL PLANNING, 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 | -40.19% | -1.16K shares | -146K | $104.5 | 1.74K |
| Q2 2022 | share | Increase | +18.40% | 452 shares | -7K | $112.61 | 2.90K |
| Q1 2022 | share | Increase | +25.61% | 501 shares | 25K | $136.32 | 2.45K |
| Q4 2021 | share | Increase | +0.67% | 13 shares | -8K | $158.48 | 1.95K |
| Q3 2021 | share | Increase | +34.74% | 501 shares | 94K | $162.73 | 1.94K |
| Q2 2021 | share | Decrease | -27.61% | -550 shares | -79K | $153.74 | 1.44K |
| Q1 2021 | share | Increase | +38.24% | 551 shares | 120K | $149.59 | 1.99K |
| Q4 2020 | share | Increase | +0.07% | 1 shares | 44K | $123.98 | 1.44K |
| Q3 2020 | share | Increase | +71.43% | 600 shares | 60K | $93.08 | 1.44K |
| Q2 2020 | share | Decrease | -10.64% | -100 shares | -6K | $90.07 | 840 |
| Q1 2020 | share | Decrease | -62.25% | -1.55K shares | -262K | $85.3 | 940 |
| Q4 2019 | share | Increase | +236.49% | 1.75K shares | 260K | $131.22 | 2.49K |
| Q3 2019 | share | Decrease | -75.13% | -2.23K shares | -246K | $109.9 | 740 |
| Q2 2019 | share | Increase | +25.41% | 603 shares | 93K | $103.67 | 2.97K |
| Q1 2019 | share | Increase | +1.76% | 41 shares | 12K | $93.16 | 2.37K |
| Q4 2018 | share | Increase | +0.13% | 3 shares | -35K | $89.1 | 2.33K |
| Q3 2018 | share | Increase | +27.34% | 500 shares | 72K | $102.28 | 2.32K |
| Q2 2018 | share | Increase | +0.05% | 1 shares | -10K | $93.95 | 1.82K |
| Q1 2018 | share | Increase | +19.63% | 300 shares | 38K | $98.65 | 1.82K |
| Q4 2017 | share | 0.00% | 0 shares | 17K | $95.45 | 1.52K | |
| Q3 2017 | share | 0.00% | 0 shares | 6K | $84.75 | 1.52K | |
| Q2 2017 | share | Decrease | -0.07% | -1 shares | 6K | $80.67 | 1.52K |
| Q1 2017 | share | Increase | +0.07% | 1 shares | 2K | $77.09 | 1.52K |
| Q4 2016 | share | 0.00% | 0 shares | 30K | $75.31 | 1.52K | |
| Q3 2016 | share | Increase | +15.06% | 200 shares | 19K | $57.7 | 1.52K |
| Q2 2016 | share | Increase | +4.57% | 58 shares | 8K | $53.43 | 1.32K |
| Q1 2016 | share | Decrease | -16.12% | -244 shares | -25K | $50.54 | 1.27K |