EVANSON ASSET MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
EVANSON ASSET MANAGEMENT, LLC portfolio value:
$1.35M
portfolio value
EVANSON ASSET 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 | +63.09% | 5.00K shares | 458K | $104.5 | 12.93K |
| Q2 2022 | share | Decrease | -22.74% | -2.33K shares | -506K | $112.61 | 7.92K |
| Q1 2022 | share | Increase | +1.49% | 151 shares | -202K | $136.32 | 10.26K |
| Q4 2021 | share | Decrease | -8.56% | -946 shares | -103K | $158.48 | 10.11K |
| Q3 2021 | share | Increase | +1.23% | 134 shares | 5K | $162.73 | 11.05K |
| Q2 2021 | share | Increase | +0.42% | 46 shares | 43K | $153.74 | 10.92K |
| Q1 2021 | share | Increase | +1.09% | 117 shares | 289K | $149.59 | 10.87K |
| Q4 2020 | share | Increase | +9.71% | 952 shares | 423K | $123.98 | 10.75K |
| Q3 2020 | share | Increase | +10.63% | 942 shares | 110K | $93.08 | 9.80K |
| Q2 2020 | share | Decrease | -2.42% | -220 shares | 16K | $90.07 | 8.86K |
| Q1 2020 | share | Increase | +18.42% | 1.41K shares | -251K | $85.3 | 9.08K |
| Q4 2019 | share | Decrease | -1.29% | -100 shares | 154K | $131.22 | 7.67K |
| Q3 2019 | share | Increase | +0.91% | 70 shares | 54K | $109.9 | 7.77K |
| Q2 2019 | share | Decrease | -4.28% | -344 shares | 47K | $103.67 | 7.70K |
| Q1 2019 | share | Increase | +4.47% | 344 shares | 62K | $93.16 | 8.04K |
| Q4 2018 | share | Increase | +9.19% | 648 shares | -44K | $89.1 | 7.70K |
| Q3 2018 | share | Decrease | -0.04% | -3 shares | 61K | $102.28 | 7.05K |
| Q2 2018 | share | Increase | +0.14% | 10 shares | -40K | $93.95 | 7.05K |
| Q1 2018 | share | Decrease | -5.13% | -381 shares | -19K | $98.65 | 7.04K |
| Q4 2017 | share | Increase | +24.32% | 1.45K shares | 223K | $95.45 | 7.42K |
| Q3 2017 | share | Increase | +1.77% | 104 shares | 34K | $84.75 | 5.97K |
| Q2 2017 | share | Increase | +3.47% | 197 shares | 39K | $80.67 | 5.87K |
| Q1 2017 | share | Increase | +5.58% | 300 shares | 34K | $77.09 | 5.67K |
| Q4 2016 | share | Increase | +8.30% | 412 shares | 134K | $75.31 | 5.37K |
| Q3 2016 | share | Decrease | -0.14% | -7 shares | 21K | $57.7 | 4.96K |
| Q2 2016 | share | Increase | +0.36% | 18 shares | 16K | $53.43 | 4.96K |
| Q1 2016 | share | Decrease | -11.16% | -622 shares | -75K | $50.54 | 4.95K |