BIGSUR WEALTH MANAGEMENT LLC – JPMorgan Chase & Co. Transaction History
BIGSUR WEALTH MANAGEMENT LLC portfolio value:
$1.07M
portfolio value
BIGSUR 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 | Decrease | -1.64% | -171 shares | -103K | $104.5 | 10.27K |
| Q2 2022 | share | 0.00% | 0 shares | -247K | $112.61 | 10.44K | |
| Q1 2022 | share | Decrease | -0.48% | -50 shares | -238K | $136.32 | 10.44K |
| Q4 2021 | share | 0.00% | 0 shares | -56K | $158.48 | 10.49K | |
| Q3 2021 | share | Decrease | -12.51% | -1.5K shares | -148K | $162.73 | 10.49K |
| Q2 2021 | share | Decrease | -13.68% | -1.9K shares | -250K | $153.74 | 11.99K |
| Q1 2021 | share | Increase | +0.83% | 114 shares | 364K | $149.59 | 13.89K |
| Q4 2020 | share | 0.00% | 0 shares | 425K | $123.98 | 13.77K | |
| Q3 2020 | share | Decrease | -12.12% | -1.9K shares | -149K | $93.08 | 13.77K |
| Q2 2020 | share | Decrease | -16.06% | -3K shares | -207K | $90.07 | 15.67K |
| Q1 2020 | share | Increase | +2.19% | 400 shares | -866K | $85.3 | 18.67K |
| Q4 2019 | share | 0.00% | 0 shares | 397K | $131.22 | 18.27K | |
| Q3 2019 | share | Decrease | -9.86% | -2K shares | -154K | $109.9 | 18.27K |
| Q2 2019 | share | Decrease | -9.56% | -2.14K shares | 35K | $103.67 | 20.27K |
| Q1 2019 | share | Decrease | -14.49% | -3.8K shares | -290K | $93.16 | 22.42K |
| Q4 2018 | share | Increase | +3.59% | 908 shares | -296K | $89.1 | 26.22K |
| Q3 2018 | share | Increase | +22.21% | 4.6K shares | 698K | $102.28 | 25.31K |
| Q2 2018 | share | Increase | +14.99% | 2.7K shares | 177K | $93.95 | 20.71K |
| Q1 2018 | share | Increase | +25.65% | 3.67K shares | 448K | $98.65 | 18.01K |
| Q4 2017 | share | Decrease | -5.29% | -800 shares | 87K | $95.45 | 14.33K |
| Q3 2017 | share | 0.00% | 0 shares | 23K | $84.75 | 15.13K | |
| Q2 2017 | share | 0.00% | 0 shares | 110K | $80.67 | 15.13K | |
| Q1 2017 | share | Decrease | -6.20% | -1K shares | -79K | $77.09 | 15.13K |
| Q4 2016 | share | Increase | 0.00% | 16.13K shares | 1.39M | $75.31 | 16.13K |