WEALTHSPIRE ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$3.56M
portfolio value
WEALTHSPIRE 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 | +0.63% | 213 shares | -253K | $104.5 | 34.14K |
| Q2 2022 | share | Increase | +27.30% | 7.27K shares | 188K | $112.61 | 33.92K |
| Q1 2022 | share | Decrease | -23.20% | -8.05K shares | -1.86M | $136.32 | 26.65K |
| Q4 2021 | share | Decrease | -15.15% | -6.19K shares | -1.19M | $158.48 | 34.70K |
| Q3 2021 | share | Increase | +58.60% | 15.11K shares | 2.68M | $162.73 | 40.89K |
| Q2 2021 | share | Decrease | -55.83% | -32.59K shares | -4.87M | $153.74 | 25.78K |
| Q1 2021 | share | Increase | +14.99% | 7.61K shares | 2.43M | $149.59 | 58.37K |
| Q4 2020 | share | Increase | 0.00% | 50.76K shares | 6.45M | $123.98 | 50.76K |
| Q3 2020 | share | Increase | +20.30% | 4.66K shares | 500K | $93.08 | 27.61K |
| Q2 2020 | share | Decrease | -63.41% | -39.79K shares | -3.49M | $90.07 | 22.95K |
| Q1 2020 | share | Increase | +397.77% | 50.14K shares | 3.89M | $85.3 | 62.74K |
| Q4 2019 | share | Increase | +46.34% | 3.99K shares | 743K | $131.22 | 12.60K |
| Q3 2019 | share | Increase | +143.26% | 5.07K shares | 618K | $109.9 | 8.61K |
| Q2 2019 | share | Increase | 0.00% | 3.54K shares | 396K | $103.67 | 3.54K |
| Q4 2018 | share | Increase | 0.00% | 4.36K shares | 427K | $89.1 | 4.36K |