BURT WEALTH ADVISORS – JPMorgan Chase & Co. Transaction History
BURT WEALTH ADVISORS portfolio value:
$570,000
portfolio value
BURT WEALTH ADVISORS 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 | +1.11% | 60 shares | -38K | $104.5 | 5.45K |
| Q2 2022 | share | 0.00% | 0 shares | -128K | $112.61 | 5.39K | |
| Q1 2022 | share | 0.00% | 0 shares | -119K | $136.32 | 5.39K | |
| Q4 2021 | share | 0.00% | 0 shares | -28K | $158.48 | 5.39K | |
| Q3 2021 | share | Increase | +0.19% | 10 shares | 45K | $162.73 | 5.39K |
| Q2 2021 | share | 0.00% | 0 shares | 18K | $153.74 | 5.38K | |
| Q1 2021 | share | Decrease | -0.11% | -6 shares | 135K | $149.59 | 5.38K |
| Q4 2020 | share | 0.00% | 0 shares | 166K | $123.98 | 5.39K | |
| Q3 2020 | share | Decrease | -0.41% | -22 shares | 10K | $93.08 | 5.39K |
| Q2 2020 | share | Increase | +30.58% | 1.26K shares | 136K | $90.07 | 5.41K |
| Q1 2020 | share | Increase | +2.34% | 95 shares | -192K | $85.3 | 4.14K |
| Q4 2019 | share | Decrease | -2.24% | -93 shares | 77K | $131.22 | 4.05K |
| Q3 2019 | share | 0.00% | 0 shares | 25K | $109.9 | 4.14K | |
| Q2 2019 | share | Decrease | -0.96% | -40 shares | 39K | $103.67 | 4.14K |
| Q1 2019 | share | Increase | +0.97% | 40 shares | 19K | $93.16 | 4.18K |
| Q4 2018 | share | 0.00% | 0 shares | -63K | $89.1 | 4.14K | |
| Q3 2018 | share | Decrease | -12.83% | -610 shares | -27K | $102.28 | 4.14K |
| Q2 2018 | share | Decrease | -1.55% | -75 shares | -36K | $93.95 | 4.75K |
| Q1 2018 | share | Decrease | -4.09% | -206 shares | -8K | $98.65 | 4.83K |
| Q4 2017 | share | Increase | +7.63% | 357 shares | 92K | $95.45 | 5.03K |
| Q3 2017 | share | Increase | +7.91% | 343 shares | 51K | $84.75 | 4.67K |
| Q2 2017 | share | 0.00% | 0 shares | 15K | $80.67 | 4.33K | |
| Q1 2017 | share | Decrease | -3.00% | -134 shares | -5K | $77.09 | 4.33K |
| Q4 2016 | share | Increase | +7.74% | 321 shares | 110K | $75.31 | 4.47K |
| Q3 2016 | share | Increase | +0.02% | 1 shares | 19K | $57.7 | 4.14K |
| Q2 2016 | share | Decrease | -0.88% | -37 shares | 9K | $53.43 | 4.14K |
| Q1 2016 | share | Decrease | -3.70% | -161 shares | 220K | $50.54 | 4.18K |