WEALTH ARCHITECTS, LLC – JPMorgan Chase & Co. Transaction History
WEALTH ARCHITECTS, LLC portfolio value:
$1.16M
portfolio value
WEALTH ARCHITECTS, 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 | +0.97% | 107 shares | -78K | $104.5 | 11.18K |
| Q2 2022 | share | Increase | +1.22% | 133 shares | -245K | $112.61 | 11.07K |
| Q1 2022 | share | Increase | +0.05% | 5 shares | -240K | $136.32 | 10.94K |
| Q4 2021 | share | Increase | +3.09% | 328 shares | -5K | $158.48 | 10.93K |
| Q3 2021 | share | Increase | +3.89% | 397 shares | 148K | $162.73 | 10.61K |
| Q2 2021 | share | Increase | +31.71% | 2.45K shares | 408K | $153.74 | 10.21K |
| Q1 2021 | share | Increase | +1.00% | 77 shares | 205K | $149.59 | 7.75K |
| Q4 2020 | share | Decrease | -1.74% | -136 shares | 224K | $123.98 | 7.67K |
| Q3 2020 | share | Increase | +0.44% | 34 shares | 20K | $93.08 | 7.81K |
| Q2 2020 | share | Increase | +6.78% | 494 shares | 76K | $90.07 | 7.78K |
| Q1 2020 | share | Decrease | -2.32% | -173 shares | -384K | $85.3 | 7.28K |
| Q4 2019 | share | Decrease | -3.34% | -258 shares | 132K | $131.22 | 7.45K |
| Q3 2019 | share | Decrease | -1.59% | -125 shares | 31K | $109.9 | 7.71K |
| Q2 2019 | share | Increase | +4.06% | 306 shares | 114K | $103.67 | 7.84K |
| Q1 2019 | share | Increase | +0.51% | 38 shares | 31K | $93.16 | 7.53K |
| Q4 2018 | share | Decrease | -0.23% | -17 shares | -116K | $89.1 | 7.49K |
| Q3 2018 | share | Increase | +4.19% | 302 shares | 96K | $102.28 | 7.51K |
| Q2 2018 | share | Decrease | -2.00% | -147 shares | -57K | $93.95 | 7.21K |
| Q1 2018 | share | Decrease | -13.32% | -1.13K shares | -99K | $98.65 | 7.36K |
| Q4 2017 | share | Decrease | -2.04% | -177 shares | 80K | $95.45 | 8.49K |
| Q3 2017 | share | Increase | +2.24% | 190 shares | 54K | $84.75 | 8.66K |
| Q2 2017 | share | Decrease | -0.19% | -16 shares | 28K | $80.67 | 8.47K |
| Q1 2017 | share | Decrease | -10.50% | -997 shares | -73K | $77.09 | 8.49K |
| Q4 2016 | share | Increase | +16.75% | 1.36K shares | 278K | $75.31 | 9.49K |
| Q3 2016 | share | Decrease | -6.78% | -591 shares | 0 | $57.7 | 8.12K |
| Q2 2016 | share | 0.00% | 0 shares | 25K | $53.43 | 8.72K | |
| Q1 2016 | share | Increase | +2.08% | 178 shares | -48K | $50.54 | 8.72K |