ALLSQUARE WEALTH MANAGEMENT LLC – JPMorgan Chase & Co. Transaction History
ALLSQUARE WEALTH MANAGEMENT LLC portfolio value:
$686,000
portfolio value
ALLSQUARE WEALTH 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 | 0.00% | 0 shares | -53K | $104.5 | 6.56K | |
| Q2 2022 | share | 0.00% | 0 shares | -156K | $112.61 | 6.56K | |
| Q1 2022 | share | Decrease | -8.08% | -577 shares | -236K | $136.32 | 6.56K |
| Q4 2021 | share | Decrease | -0.74% | -53 shares | -47K | $158.48 | 7.14K |
| Q3 2021 | share | Decrease | -2.70% | -200 shares | 28K | $162.73 | 7.19K |
| Q2 2021 | share | Decrease | -0.67% | -50 shares | 17K | $153.74 | 7.39K |
| Q1 2021 | share | Decrease | -0.27% | -20 shares | 184K | $149.59 | 7.44K |
| Q4 2020 | share | Decrease | -10.62% | -887 shares | 145K | $123.98 | 7.46K |
| Q3 2020 | share | 0.00% | 0 shares | 18K | $93.08 | 8.35K | |
| Q2 2020 | share | Increase | +8.66% | 666 shares | 94K | $90.07 | 8.35K |
| Q1 2020 | share | Decrease | -6.68% | -550 shares | -456K | $85.3 | 7.68K |
| Q4 2019 | share | Decrease | -1.33% | -111 shares | 166K | $131.22 | 8.23K |
| Q3 2019 | share | Decrease | -2.05% | -175 shares | 29K | $109.9 | 8.34K |
| Q2 2019 | share | Decrease | -9.07% | -850 shares | 4K | $103.67 | 8.52K |
| Q1 2019 | share | Decrease | -2.09% | -200 shares | 15K | $93.16 | 9.37K |
| Q4 2018 | share | Decrease | -7.48% | -774 shares | -234K | $89.1 | 9.57K |
| Q3 2018 | share | Increase | +0.98% | 100 shares | 100K | $102.28 | 10.34K |
| Q2 2018 | share | Increase | +6.96% | 667 shares | 15K | $93.95 | 10.24K |
| Q1 2018 | share | Decrease | -2.43% | -239 shares | 3K | $98.65 | 9.58K |
| Q4 2017 | share | Decrease | -0.15% | -15 shares | 111K | $95.45 | 9.81K |
| Q3 2017 | share | Increase | 0.00% | 9.83K shares | 939K | $84.75 | 9.83K |
| Q2 2017 | share | Decrease | -100.00% | -9.9K shares | -870K | $80.67 | 0 |
| Q1 2017 | share | Increase | +3.14% | 301 shares | 42K | $77.09 | 9.9K |
| Q4 2016 | share | Decrease | -0.34% | -33 shares | 187K | $75.31 | 9.59K |
| Q3 2016 | share | Increase | +1.58% | 150 shares | 52K | $57.7 | 9.63K |
| Q2 2016 | share | Decrease | -6.87% | -699 shares | -14K | $53.43 | 9.48K |
| Q1 2016 | share | Increase | +15.94% | 1.4K shares | 23K | $50.54 | 10.18K |