SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – JPMorgan Chase & Co. Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$655,000
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, 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 | Decrease | -16.58% | -1.24K shares | -191K | $104.5 | 6.26K |
| Q2 2022 | share | Increase | +23.64% | 1.43K shares | 18K | $112.61 | 7.51K |
| Q1 2022 | share | Decrease | -0.82% | -50 shares | -142K | $136.32 | 6.07K |
| Q4 2021 | share | Decrease | -1.62% | -101 shares | -49K | $158.48 | 6.12K |
| Q3 2021 | share | Increase | +33.81% | 1.57K shares | 295K | $162.73 | 6.22K |
| Q2 2021 | share | Decrease | -0.15% | -7 shares | 15K | $153.74 | 4.65K |
| Q1 2021 | share | Increase | +135.71% | 2.68K shares | 458K | $149.59 | 4.66K |
| Q4 2020 | share | Decrease | -49.15% | -1.91K shares | -123K | $123.98 | 1.97K |
| Q3 2020 | share | Increase | +0.52% | 20 shares | 10K | $93.08 | 3.88K |
| Q2 2020 | share | Increase | +4.03% | 150 shares | 29K | $90.07 | 3.86K |
| Q1 2020 | share | Increase | 0.00% | 3.71K shares | 335K | $85.3 | 3.71K |