CONNECTICUT WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
CONNECTICUT WEALTH MANAGEMENT, LLC portfolio value:
$1.41M
portfolio value
CONNECTICUT WEALTH 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 | +0.16% | 21 shares | -107K | $104.5 | 13.50K |
| Q2 2022 | share | Decrease | -3.42% | -477 shares | -385K | $112.61 | 13.48K |
| Q1 2022 | share | Increase | +0.79% | 109 shares | -290K | $136.32 | 13.96K |
| Q4 2021 | share | Decrease | -22.02% | -3.91K shares | -715K | $158.48 | 13.85K |
| Q3 2021 | share | Decrease | -2.10% | -381 shares | 86K | $162.73 | 17.76K |
| Q2 2021 | share | Increase | 0.00% | 18.14K shares | 2.82M | $153.74 | 18.14K |
| Q1 2021 | share | Decrease | -100.00% | -21.30K shares | -2.70M | $149.59 | 0 |
| Q4 2020 | share | Decrease | -0.68% | -146 shares | 642K | $123.98 | 21.30K |
| Q3 2020 | share | Increase | +27.40% | 4.61K shares | 481K | $93.08 | 21.44K |
| Q2 2020 | share | Decrease | -0.48% | -82 shares | 61K | $90.07 | 16.83K |
| Q1 2020 | share | Decrease | -1.23% | -210 shares | -865K | $85.3 | 16.91K |
| Q4 2019 | share | Decrease | -2.84% | -501 shares | 313K | $131.22 | 17.12K |
| Q3 2019 | share | Increase | +37.59% | 4.81K shares | 643K | $109.9 | 17.62K |
| Q2 2019 | share | Increase | +79.84% | 5.68K shares | 711K | $103.67 | 12.81K |
| Q1 2019 | share | Increase | +7.42% | 492 shares | 74K | $93.16 | 7.12K |
| Q4 2018 | share | Decrease | -0.64% | -43 shares | -111K | $89.1 | 6.63K |
| Q3 2018 | share | Increase | +8.40% | 517 shares | 111K | $102.28 | 6.67K |
| Q2 2018 | share | Decrease | -1.04% | -65 shares | -24K | $93.95 | 6.15K |
| Q1 2018 | share | Increase | +7.42% | 430 shares | 42K | $98.65 | 6.22K |
| Q4 2017 | share | Decrease | -20.37% | -1.48K shares | -72K | $95.45 | 5.79K |
| Q3 2017 | share | Decrease | -1.68% | -124 shares | 11K | $84.75 | 7.27K |
| Q2 2017 | share | Increase | +0.15% | 11 shares | 53K | $80.67 | 7.39K |
| Q1 2017 | share | Decrease | -2.66% | -202 shares | -24K | $77.09 | 7.38K |
| Q4 2016 | share | Decrease | -2.24% | -174 shares | 144K | $75.31 | 7.59K |
| Q3 2016 | share | Increase | 0.00% | 7.76K shares | 517K | $57.7 | 7.76K |