SUMMIT FINANCIAL STRATEGIES, INC. – JPMorgan Chase & Co. Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$1.66M
portfolio value
SUMMIT FINANCIAL STRATEGIES, 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 | +150.75% | 9.56K shares | 948K | $104.5 | 15.91K |
| Q2 2022 | share | 0.00% | 0 shares | -150K | $112.61 | 6.34K | |
| Q1 2022 | share | Decrease | -7.21% | -493 shares | -218K | $136.32 | 6.34K |
| Q4 2021 | share | Decrease | -1.98% | -138 shares | -59K | $158.48 | 6.84K |
| Q3 2021 | share | Decrease | -9.44% | -727 shares | -56K | $162.73 | 6.97K |
| Q2 2021 | share | Increase | +34.73% | 1.98K shares | 327K | $153.74 | 7.70K |
| Q1 2021 | share | Decrease | -1.33% | -77 shares | 135K | $149.59 | 5.71K |
| Q4 2020 | share | Increase | +1.35% | 77 shares | 185K | $123.98 | 5.79K |
| Q3 2020 | share | Decrease | -1.89% | -110 shares | 3K | $93.08 | 5.71K |
| Q2 2020 | share | Increase | +2.26% | 129 shares | 35K | $90.07 | 5.82K |
| Q1 2020 | share | Increase | +19.62% | 935 shares | -151K | $85.3 | 5.7K |
| Q4 2019 | share | Increase | +52.14% | 1.63K shares | 295K | $131.22 | 4.76K |
| Q3 2019 | share | Increase | +0.03% | 1 shares | 19K | $109.9 | 3.13K |
| Q2 2019 | share | Decrease | -6.31% | -211 shares | 12K | $103.67 | 3.13K |
| Q1 2019 | share | Increase | +0.03% | 1 shares | 12K | $93.16 | 3.34K |
| Q4 2018 | share | Decrease | -0.89% | -30 shares | -54K | $89.1 | 3.34K |
| Q3 2018 | share | Increase | +0.90% | 30 shares | 32K | $102.28 | 3.37K |
| Q2 2018 | share | Decrease | -1.04% | -35 shares | -23K | $93.95 | 3.34K |
| Q1 2018 | share | Decrease | -2.43% | -84 shares | 1K | $98.65 | 3.37K |
| Q4 2017 | share | Decrease | -0.86% | -30 shares | 37K | $95.45 | 3.46K |
| Q3 2017 | share | Decrease | -20.65% | -908 shares | -69K | $84.75 | 3.49K |
| Q2 2017 | share | Increase | +12.22% | 479 shares | 58K | $80.67 | 4.39K |
| Q1 2017 | share | Decrease | -0.46% | -18 shares | 4K | $77.09 | 3.91K |
| Q4 2016 | share | Increase | +8.52% | 309 shares | 98K | $75.31 | 3.93K |
| Q3 2016 | share | Increase | +6.08% | 208 shares | 29K | $57.7 | 3.62K |
| Q2 2016 | share | 0.00% | 0 shares | 10K | $53.43 | 3.42K | |
| Q1 2016 | share | Decrease | -9.45% | -357 shares | -46K | $50.54 | 3.42K |