WEALTHSOURCE PARTNERS, LLC – JPMorgan Chase & Co. Transaction History
WEALTHSOURCE PARTNERS, LLC portfolio value:
$3.04M
portfolio value
WEALTHSOURCE PARTNERS, 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 | -6.66% | -2.07K shares | -470K | $104.5 | 29.09K |
| Q2 2022 | share | Decrease | -44.93% | -25.42K shares | -4.20M | $112.61 | 31.16K |
| Q1 2022 | share | Increase | +146.43% | 33.62K shares | 4.07M | $136.32 | 56.59K |
| Q4 2021 | share | Increase | +3.48% | 773 shares | 3K | $158.48 | 22.96K |
| Q3 2021 | share | Increase | +9.51% | 1.92K shares | 481K | $162.73 | 22.19K |
| Q2 2021 | share | Decrease | -16.93% | -4.13K shares | -562K | $153.74 | 20.26K |
| Q1 2021 | share | Increase | +7.28% | 1.65K shares | 824K | $149.59 | 24.39K |
| Q4 2020 | share | Decrease | -20.77% | -5.96K shares | 127K | $123.98 | 22.74K |
| Q3 2020 | share | Increase | +10.13% | 2.64K shares | 312K | $93.08 | 28.70K |
| Q2 2020 | share | Decrease | -18.54% | -5.93K shares | -430K | $90.07 | 26.06K |
| Q1 2020 | share | Increase | +19.50% | 5.22K shares | -851K | $85.3 | 31.99K |
| Q4 2019 | share | Increase | +9.72% | 2.37K shares | 860K | $131.22 | 26.77K |
| Q3 2019 | share | Decrease | -13.18% | -3.70K shares | -270K | $109.9 | 24.40K |
| Q2 2019 | share | Increase | +36.03% | 7.44K shares | 1.05M | $103.67 | 28.10K |
| Q1 2019 | share | Increase | +15.21% | 2.72K shares | 341K | $93.16 | 20.66K |
| Q4 2018 | share | Increase | +23.73% | 3.43K shares | 115K | $89.1 | 17.93K |
| Q3 2018 | share | Decrease | -4.55% | -691 shares | 54K | $102.28 | 14.49K |
| Q2 2018 | share | Decrease | -7.82% | -1.28K shares | -230K | $93.95 | 15.18K |
| Q1 2018 | share | Decrease | -25.85% | -5.74K shares | -564K | $98.65 | 16.47K |
| Q4 2017 | share | Increase | +0.25% | 55 shares | 259K | $95.45 | 22.21K |
| Q3 2017 | share | Decrease | -0.53% | -119 shares | 80K | $84.75 | 22.16K |
| Q2 2017 | share | Increase | +7.11% | 1.48K shares | 210K | $80.67 | 22.28K |
| Q1 2017 | share | Increase | +14.01% | 2.55K shares | 253K | $77.09 | 20.80K |
| Q4 2016 | share | Decrease | -10.76% | -2.19K shares | 213K | $75.31 | 18.24K |
| Q3 2016 | share | Increase | +56.75% | 7.40K shares | 550K | $57.7 | 20.44K |
| Q2 2016 | share | Decrease | -19.62% | -3.18K shares | -150K | $53.43 | 13.04K |
| Q1 2016 | share | Increase | 0.00% | 16.22K shares | 961K | $50.54 | 16.22K |