SUMMIT FINANCIAL WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$1.06M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, 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 | +6.66% | 533 shares | 141K | $104.5 | 8.54K |
| Q2 2022 | share | Increase | +7.09% | 530 shares | -96K | $112.61 | 8.00K |
| Q1 2022 | share | Decrease | -8.18% | -666 shares | -348K | $136.32 | 7.47K |
| Q4 2021 | share | Increase | +0.69% | 56 shares | 43K | $158.48 | 8.14K |
| Q3 2021 | share | Increase | +6.74% | 511 shares | 146K | $162.73 | 8.08K |
| Q2 2021 | share | Decrease | -10.15% | -856 shares | 106K | $153.74 | 7.57K |
| Q1 2021 | share | Decrease | -19.49% | -2.04K shares | 64K | $149.59 | 8.43K |
| Q4 2020 | share | Increase | +13.41% | 1.23K shares | 82K | $123.98 | 10.47K |
| Q3 2020 | share | Decrease | -25.36% | -3.13K shares | -228K | $93.08 | 9.23K |
| Q2 2020 | share | Decrease | -10.03% | -1.38K shares | -76K | $90.07 | 12.37K |
| Q1 2020 | share | Decrease | -1.71% | -239 shares | -617K | $85.3 | 13.75K |
| Q4 2019 | share | Decrease | -15.80% | -2.62K shares | -83K | $131.22 | 13.99K |
| Q3 2019 | share | Increase | +1.01% | 166 shares | 91K | $109.9 | 16.61K |
| Q2 2019 | share | Increase | +5.90% | 917 shares | 202K | $103.67 | 16.45K |
| Q1 2019 | share | Decrease | -1.58% | -250 shares | 96K | $93.16 | 15.53K |
| Q4 2018 | share | Decrease | -8.67% | -1.49K shares | -296K | $89.1 | 15.78K |
| Q3 2018 | share | Decrease | -51.75% | -18.53K shares | -2.10M | $102.28 | 17.28K |
| Q2 2018 | share | Decrease | -2.84% | -1.04K shares | -115K | $93.95 | 35.82K |
| Q1 2018 | share | Increase | +17.29% | 5.43K shares | 692K | $98.65 | 36.86K |
| Q4 2017 | share | Increase | +1.28% | 396 shares | 398K | $95.45 | 31.43K |
| Q3 2017 | share | Decrease | -9.50% | -3.25K shares | -171K | $84.75 | 31.03K |
| Q2 2017 | share | Increase | +9.57% | 2.99K shares | 386K | $80.67 | 34.29K |
| Q1 2017 | share | Decrease | -7.00% | -2.35K shares | -155K | $77.09 | 31.29K |
| Q4 2016 | share | Increase | +5.89% | 1.87K shares | 788K | $75.31 | 33.65K |
| Q3 2016 | share | Increase | +74.81% | 13.60K shares | 986K | $57.7 | 31.78K |
| Q2 2016 | share | Increase | +4.64% | 806 shares | 101K | $53.43 | 18.18K |
| Q1 2016 | share | Increase | +8.27% | 1.32K shares | -31K | $50.54 | 17.37K |