INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$5.19M
portfolio value
INSTITUTIONAL & FAMILY ASSET 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 | +28.37% | 10.99K shares | 835K | $104.5 | 49.73K |
| Q2 2022 | share | Increase | +5.03% | 1.85K shares | -666K | $112.61 | 38.74K |
| Q1 2022 | share | Increase | +0.84% | 307 shares | -764K | $136.32 | 36.89K |
| Q4 2021 | share | Increase | +0.37% | 134 shares | -174K | $158.48 | 36.58K |
| Q3 2021 | share | Increase | +1.97% | 705 shares | 407K | $162.73 | 36.45K |
| Q2 2021 | share | Increase | +6.83% | 2.28K shares | 466K | $153.74 | 35.74K |
| Q1 2021 | share | Decrease | -2.24% | -768 shares | 745K | $149.59 | 33.46K |
| Q4 2020 | share | Decrease | -10.90% | -4.18K shares | 651K | $123.98 | 34.22K |
| Q3 2020 | share | Decrease | -11.16% | -4.82K shares | -369K | $93.08 | 38.41K |
| Q2 2020 | share | Increase | +0.99% | 424 shares | 212K | $90.07 | 43.24K |
| Q1 2020 | share | Increase | +22.33% | 7.81K shares | -1.02M | $85.3 | 42.81K |
| Q4 2019 | share | Decrease | -12.94% | -5.20K shares | 147K | $131.22 | 35.00K |
| Q3 2019 | share | Decrease | -0.34% | -138 shares | 222K | $109.9 | 40.20K |
| Q2 2019 | share | Decrease | -3.30% | -1.37K shares | 287K | $103.67 | 40.34K |
| Q1 2019 | share | Increase | +0.71% | 296 shares | 179K | $93.16 | 41.71K |
| Q4 2018 | share | Decrease | -2.14% | -906 shares | -732K | $89.1 | 41.42K |
| Q3 2018 | share | Decrease | -0.16% | -68 shares | 358K | $102.28 | 42.32K |
| Q2 2018 | share | Increase | +2.49% | 1.03K shares | -131K | $93.95 | 42.39K |
| Q1 2018 | share | Decrease | -22.75% | -12.17K shares | -1.17M | $98.65 | 41.36K |
| Q4 2017 | share | Decrease | -7.14% | -4.11K shares | 219K | $95.45 | 53.54K |
| Q3 2017 | share | Increase | +1.70% | 965 shares | 325K | $84.75 | 57.66K |
| Q2 2017 | share | Increase | +2.17% | 1.20K shares | 308K | $80.67 | 56.69K |
| Q1 2017 | share | Decrease | -10.98% | -6.84K shares | -505K | $77.09 | 55.49K |
| Q4 2016 | share | Decrease | -2.08% | -1.32K shares | 1.14M | $75.31 | 62.33K |
| Q3 2016 | share | Increase | +9.91% | 5.73K shares | 640K | $57.7 | 63.66K |
| Q2 2016 | share | Increase | +16.94% | 8.38K shares | 328K | $53.43 | 57.92K |
| Q1 2016 | share | Decrease | -0.20% | -98 shares | -6K | $50.54 | 49.53K |