SHEAFF BROCK INVESTMENT ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
SHEAFF BROCK INVESTMENT ADVISORS, LLC portfolio value:
$8.48M
portfolio value
SHEAFF BROCK INVESTMENT 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 | Decrease | -0.84% | -690 shares | -736K | $104.5 | 81.19K |
| Q2 2022 | share | Decrease | -20.12% | -20.62K shares | -4.75M | $112.61 | 81.88K |
| Q1 2022 | share | Increase | +1.46% | 1.47K shares | -2.02M | $136.32 | 102.51K |
| Q4 2021 | share | Increase | +0.03% | 29 shares | -535K | $158.48 | 101.03K |
| Q3 2021 | share | Increase | +0.93% | 930 shares | 969K | $162.73 | 101.00K |
| Q2 2021 | share | Increase | +28.20% | 22.01K shares | 3.68M | $153.74 | 100.07K |
| Q1 2021 | share | Decrease | -25.40% | -26.57K shares | -1.41M | $149.59 | 78.06K |
| Q4 2020 | share | Increase | +6.93% | 6.78K shares | 3.87M | $123.98 | 104.63K |
| Q3 2020 | share | Decrease | -3.11% | -3.14K shares | -79K | $93.08 | 97.85K |
| Q2 2020 | share | Increase | +0.25% | 250 shares | 430K | $90.07 | 100.99K |
| Q1 2020 | share | Decrease | -2.83% | -2.93K shares | -5.38M | $85.3 | 100.74K |
| Q4 2019 | share | Decrease | -20.66% | -26.99K shares | -926K | $131.22 | 103.68K |
| Q3 2019 | share | Increase | +23.04% | 24.47K shares | 3.50M | $109.9 | 130.68K |
| Q2 2019 | share | Decrease | -2.80% | -3.06K shares | 812K | $103.67 | 106.20K |
| Q1 2019 | share | Decrease | -1.12% | -1.24K shares | 273K | $93.16 | 109.27K |
| Q4 2018 | share | Decrease | -2.76% | -3.13K shares | -2.03M | $89.1 | 110.51K |
| Q3 2018 | share | Decrease | -1.24% | -1.42K shares | 833K | $102.28 | 113.65K |
| Q2 2018 | share | Decrease | -0.12% | -139 shares | -680K | $93.95 | 115.07K |
| Q1 2018 | share | Increase | +4.42% | 4.87K shares | 871K | $98.65 | 115.21K |
| Q4 2017 | share | Decrease | -0.95% | -1.05K shares | 1.16M | $95.45 | 110.34K |
| Q3 2017 | share | Decrease | -2.24% | -2.55K shares | 224K | $84.75 | 111.40K |
| Q2 2017 | share | Increase | +112.80% | 60.40K shares | 5.71M | $80.67 | 113.96K |
| Q1 2017 | share | Increase | +2.91% | 1.51K shares | 214K | $77.09 | 53.55K |
| Q4 2016 | share | Decrease | -1.52% | -802 shares | 971K | $75.31 | 52.03K |
| Q3 2016 | share | Decrease | -62.58% | -88.36K shares | -5.25M | $57.7 | 52.84K |
| Q2 2016 | share | Decrease | -6.63% | -10.03K shares | -182K | $53.43 | 141.20K |
| Q1 2016 | share | Decrease | -6.81% | -11.05K shares | -1.75M | $50.54 | 151.23K |