WILLOW CREEK WEALTH MANAGEMENT INC. – JPMorgan Chase & Co. Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$333,000
portfolio value
WILLOW CREEK WEALTH MANAGEMENT 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 | +24.50% | 627 shares | 45K | $104.5 | 3.18K |
| Q2 2022 | share | Increase | +37.65% | 700 shares | 35K | $112.61 | 2.55K |
| Q1 2022 | share | Decrease | -0.75% | -14 shares | -44K | $136.32 | 1.85K |
| Q4 2021 | share | Increase | +0.75% | 14 shares | -7K | $158.48 | 1.87K |
| Q3 2021 | share | Decrease | -6.49% | -129 shares | -5K | $162.73 | 1.85K |
| Q2 2021 | share | Increase | +7.29% | 135 shares | 27K | $153.74 | 1.98K |
| Q1 2021 | share | 0.00% | 0 shares | 47K | $149.59 | 1.85K | |
| Q4 2020 | share | Increase | 0.00% | 1.85K shares | 235K | $123.98 | 1.85K |
| Q3 2020 | share | Decrease | -100.00% | -2.22K shares | -210K | $93.08 | 0 |
| Q2 2020 | share | Decrease | -6.11% | -145 shares | -4K | $90.07 | 2.22K |
| Q1 2020 | share | Increase | +1.67% | 39 shares | -111K | $85.3 | 2.37K |
| Q4 2019 | share | Decrease | -2.10% | -50 shares | 44K | $131.22 | 2.33K |
| Q3 2019 | share | Increase | +0.29% | 7 shares | 15K | $109.9 | 2.38K |
| Q2 2019 | share | Increase | +2.99% | 69 shares | 32K | $103.67 | 2.37K |
| Q1 2019 | share | Decrease | -2.16% | -51 shares | 4K | $93.16 | 2.30K |
| Q4 2018 | share | Decrease | -1.75% | -42 shares | -41K | $89.1 | 2.35K |
| Q3 2018 | share | Decrease | -6.68% | -172 shares | 3K | $102.28 | 2.40K |
| Q2 2018 | share | Decrease | -18.14% | -570 shares | -78K | $93.95 | 2.57K |
| Q1 2018 | share | Increase | 0.00% | 3.14K shares | 346K | $98.65 | 3.14K |