MISSION WEALTH MANAGEMENT, LP – JPMorgan Chase & Co. Transaction History
MISSION WEALTH MANAGEMENT, LP portfolio value:
$2.54M
portfolio value
MISSION WEALTH MANAGEMENT, LP 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 | +1.60% | 384 shares | -155K | $104.5 | 24.37K |
| Q2 2022 | share | Increase | +3.25% | 756 shares | -465K | $112.61 | 23.99K |
| Q1 2022 | share | Decrease | -2.21% | -525 shares | -595K | $136.32 | 23.23K |
| Q4 2021 | share | Increase | +28.47% | 5.26K shares | 735K | $158.48 | 23.76K |
| Q3 2021 | share | Decrease | -2.70% | -513 shares | 71K | $162.73 | 18.49K |
| Q2 2021 | share | Increase | +3.03% | 559 shares | 148K | $153.74 | 19.00K |
| Q1 2021 | share | Increase | +16.97% | 2.67K shares | 804K | $149.59 | 18.44K |
| Q4 2020 | share | Increase | +1.12% | 174 shares | 502K | $123.98 | 15.77K |
| Q3 2020 | share | Decrease | -8.33% | -1.41K shares | -98K | $93.08 | 15.59K |
| Q2 2020 | share | Increase | +16.77% | 2.44K shares | 288K | $90.07 | 17.01K |
| Q1 2020 | share | Increase | +10.08% | 1.33K shares | -533K | $85.3 | 14.57K |
| Q4 2019 | share | Increase | +1.23% | 161 shares | 306K | $131.22 | 13.23K |
| Q3 2019 | share | Increase | +13.42% | 1.54K shares | 250K | $109.9 | 13.07K |
| Q2 2019 | share | Decrease | -2.68% | -318 shares | 90K | $103.67 | 11.53K |
| Q1 2019 | share | Decrease | -0.02% | -2 shares | 42K | $93.16 | 11.84K |
| Q4 2018 | share | Increase | +4.94% | 558 shares | -117K | $89.1 | 11.85K |
| Q3 2018 | share | Decrease | -0.33% | -37 shares | 94K | $102.28 | 11.29K |
| Q2 2018 | share | Increase | +3.23% | 355 shares | -27K | $93.95 | 11.32K |
| Q1 2018 | share | Increase | +3.67% | 388 shares | 75K | $98.65 | 10.97K |
| Q4 2017 | share | Increase | +2.05% | 213 shares | 141K | $95.45 | 10.58K |
| Q3 2017 | share | Increase | +2.58% | 261 shares | 67K | $84.75 | 10.37K |
| Q2 2017 | share | Decrease | -5.29% | -565 shares | -14K | $80.67 | 10.11K |
| Q1 2017 | share | Decrease | -7.04% | -809 shares | -53K | $77.09 | 10.67K |
| Q4 2016 | share | Increase | +32.08% | 2.79K shares | 412K | $75.31 | 11.48K |
| Q3 2016 | share | Decrease | -3.38% | -304 shares | 20K | $57.7 | 8.69K |
| Q2 2016 | share | Decrease | -2.05% | -188 shares | 15K | $53.43 | 9K |
| Q1 2016 | share | Increase | +54.06% | 3.22K shares | 150K | $50.54 | 9.18K |