TRANSFORM WEALTH, LLC – JPMorgan Chase & Co. Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$8.51M
portfolio value
TRANSFORM WEALTH, 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 | -2.81% | -2.35K shares | -926K | $104.5 | 81.47K |
| Q2 2022 | share | Increase | +1.31% | 1.08K shares | -1.84M | $112.61 | 83.82K |
| Q1 2022 | share | Increase | +0.68% | 561 shares | -1.73M | $136.32 | 82.74K |
| Q4 2021 | share | Decrease | -0.64% | -528 shares | -526K | $158.48 | 82.18K |
| Q3 2021 | share | Decrease | -0.58% | -486 shares | 599K | $162.73 | 82.71K |
| Q2 2021 | share | Increase | +53.74% | 29.08K shares | 4.70M | $153.74 | 83.20K |
| Q1 2021 | share | Increase | +4.40% | 2.28K shares | 1.65M | $149.59 | 54.11K |
| Q4 2020 | share | Decrease | -37.08% | -30.55K shares | -1.34M | $123.98 | 51.83K |
| Q3 2020 | share | Decrease | -1.36% | -1.13K shares | 76K | $93.08 | 82.38K |
| Q2 2020 | share | Increase | +37.52% | 22.78K shares | 2.38M | $90.07 | 83.52K |
| Q1 2020 | share | Increase | +7.46% | 4.21K shares | -2.41M | $85.3 | 60.73K |
| Q4 2019 | share | Increase | 0.00% | 56.52K shares | 7.87M | $131.22 | 56.52K |
| Q3 2019 | share | Decrease | -14.72% | -8.52K shares | -662K | $109.9 | 49.39K |
| Q2 2019 | share | Decrease | -13.33% | -8.91K shares | -290K | $103.67 | 57.92K |
| Q1 2019 | share | Increase | +27.43% | 14.38K shares | 1.64M | $93.16 | 66.83K |
| Q4 2018 | share | Decrease | -22.53% | -15.25K shares | -2.52M | $89.1 | 52.44K |
| Q3 2018 | share | Increase | +36.70% | 18.17K shares | 2.47M | $102.28 | 67.70K |
| Q2 2018 | share | Decrease | -5.06% | -2.64K shares | -576K | $93.95 | 49.52K |
| Q1 2018 | share | Increase | +108.72% | 27.17K shares | 3.06M | $98.65 | 52.16K |
| Q4 2017 | share | Increase | +80.49% | 11.14K shares | 1.35M | $95.45 | 24.99K |
| Q3 2017 | share | Increase | 0.00% | 13.84K shares | 1.32M | $84.75 | 13.84K |