BERGANKDV WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$3.76M
portfolio value
BERGANKDV 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 | Increase | +6.13% | 2.07K shares | -57K | $104.5 | 35.99K |
| Q2 2022 | share | Increase | +265.99% | 24.64K shares | 2.55M | $112.61 | 33.91K |
| Q1 2022 | share | Decrease | -9.63% | -988 shares | -361K | $136.32 | 9.26K |
| Q4 2021 | share | Increase | +10.53% | 977 shares | 105K | $158.48 | 10.25K |
| Q3 2021 | share | Increase | +0.52% | 48 shares | 83K | $162.73 | 9.27K |
| Q2 2021 | share | Decrease | -14.89% | -1.61K shares | -215K | $153.74 | 9.23K |
| Q1 2021 | share | Decrease | -7.05% | -823 shares | 168K | $149.59 | 10.84K |
| Q4 2020 | share | Decrease | -6.45% | -804 shares | 282K | $123.98 | 11.66K |
| Q3 2020 | share | Decrease | -0.66% | -83 shares | 20K | $93.08 | 12.47K |
| Q2 2020 | share | Increase | +2.76% | 337 shares | 81K | $90.07 | 12.55K |
| Q1 2020 | share | Increase | +6.65% | 762 shares | -497K | $85.3 | 12.21K |
| Q4 2019 | share | Increase | +4.15% | 457 shares | 302K | $131.22 | 11.45K |
| Q3 2019 | share | Increase | +1.21% | 131 shares | 80K | $109.9 | 10.99K |
| Q2 2019 | share | Decrease | -0.35% | -38 shares | 111K | $103.67 | 10.86K |
| Q1 2019 | share | Decrease | -0.97% | -107 shares | 29K | $93.16 | 10.90K |
| Q4 2018 | share | Decrease | -4.26% | -490 shares | -223K | $89.1 | 11.01K |
| Q3 2018 | share | Increase | +2.56% | 287 shares | 129K | $102.28 | 11.50K |
| Q2 2018 | share | Increase | +2.06% | 226 shares | -40K | $93.95 | 11.21K |
| Q1 2018 | share | Decrease | -6.20% | -726 shares | -44K | $98.65 | 10.99K |
| Q4 2017 | share | Decrease | -11.80% | -1.56K shares | -16K | $95.45 | 11.71K |
| Q3 2017 | share | Increase | +58.27% | 4.89K shares | 502K | $84.75 | 13.28K |
| Q2 2017 | share | Increase | +1.21% | 100 shares | 39K | $80.67 | 8.39K |
| Q1 2017 | share | Increase | +0.33% | 27 shares | 15K | $77.09 | 8.29K |
| Q4 2016 | share | Increase | +6.12% | 477 shares | 194K | $75.31 | 8.26K |
| Q3 2016 | share | Decrease | -4.25% | -346 shares | 13K | $57.7 | 7.78K |
| Q2 2016 | share | Increase | +9.65% | 716 shares | 67K | $53.43 | 8.13K |
| Q1 2016 | share | Increase | 0.00% | 7.41K shares | 439K | $50.54 | 7.41K |