PERSONAL CFO SOLUTIONS, LLC – JPMorgan Chase & Co. Transaction History
PERSONAL CFO SOLUTIONS, LLC portfolio value:
$901,000
portfolio value
PERSONAL CFO SOLUTIONS, 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 | -7.44% | -693 shares | -148K | $104.5 | 8.62K |
| Q2 2022 | share | Increase | +10.65% | 897 shares | -99K | $112.61 | 9.31K |
| Q1 2022 | share | Increase | +10.94% | 830 shares | -54K | $136.32 | 8.42K |
| Q4 2021 | share | Increase | +7.39% | 522 shares | 45K | $158.48 | 7.59K |
| Q3 2021 | share | Increase | +1.32% | 92 shares | 72K | $162.73 | 7.06K |
| Q2 2021 | share | Decrease | -3.47% | -251 shares | -15K | $153.74 | 6.97K |
| Q1 2021 | share | Increase | +3.52% | 246 shares | 213K | $149.59 | 7.22K |
| Q4 2020 | share | Increase | +0.52% | 36 shares | -113K | $123.98 | 6.98K |
| Q3 2020 | share | Increase | +1.45% | 99 shares | 356K | $93.08 | 6.94K |
| Q2 2020 | share | Decrease | -2.21% | -155 shares | 14K | $90.07 | 6.84K |
| Q1 2020 | share | Decrease | -0.09% | -6 shares | -347K | $85.3 | 7.00K |
| Q4 2019 | share | Decrease | -0.37% | -26 shares | 149K | $131.22 | 7.00K |
| Q3 2019 | share | Increase | 0.00% | 7.03K shares | 828K | $109.9 | 7.03K |