SUGARLOAF WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$2.22M
portfolio value
SUGARLOAF 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 | +4.66% | 947 shares | -65K | $104.5 | 21.28K |
| Q2 2022 | share | Increase | +13.62% | 2.43K shares | -171K | $112.61 | 20.34K |
| Q1 2022 | share | Increase | +13.40% | 2.11K shares | -38K | $136.32 | 17.90K |
| Q4 2021 | share | Increase | +6.42% | 952 shares | 72K | $158.48 | 15.78K |
| Q3 2021 | share | Increase | +2.13% | 310 shares | 167K | $162.73 | 14.83K |
| Q2 2021 | share | Increase | +7.85% | 1.05K shares | 219K | $153.74 | 14.52K |
| Q1 2021 | share | Decrease | -6.92% | -1.00K shares | 221K | $149.59 | 13.46K |
| Q4 2020 | share | Increase | +4.47% | 619 shares | 481K | $123.98 | 14.47K |
| Q3 2020 | share | Increase | +6.54% | 850 shares | 117K | $93.08 | 13.85K |
| Q2 2020 | share | Increase | +6.59% | 804 shares | 125K | $90.07 | 13.00K |
| Q1 2020 | share | Increase | +52.14% | 4.18K shares | -20K | $85.3 | 12.19K |
| Q4 2019 | share | Increase | 0.00% | 8.01K shares | 1.11M | $131.22 | 8.01K |