O'BRIEN WEALTH PARTNERS LLC – JPMorgan Chase & Co. Transaction History
O'BRIEN WEALTH PARTNERS LLC portfolio value:
$123,000
portfolio value
O'BRIEN WEALTH 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 | -2.40% | -29 shares | -13K | $104.5 | 1.17K |
| Q2 2022 | share | Decrease | -23.16% | -364 shares | -56K | $112.61 | 1.20K |
| Q1 2022 | share | Increase | +73.89% | 668 shares | 51K | $136.32 | 1.57K |
| Q4 2021 | share | Decrease | -7.76% | -76 shares | -24K | $158.48 | 904 |
| Q3 2021 | share | Decrease | -37.38% | -585 shares | -78K | $162.73 | 980 |
| Q2 2021 | share | Decrease | -27.31% | -588 shares | -91K | $153.74 | 1.56K |
| Q1 2021 | share | Increase | +4.62% | 95 shares | 54K | $149.59 | 2.15K |
| Q4 2020 | share | Increase | 0.00% | 2.05K shares | 280K | $123.98 | 2.05K |
| Q1 2020 | share | Decrease | -100.00% | -1.83K shares | -253K | $85.3 | 0 |
| Q4 2019 | share | Increase | 0.00% | 1.83K shares | 253K | $131.22 | 1.83K |
| Q1 2019 | share | Decrease | -100.00% | -1.11K shares | -115K | $93.16 | 0 |
| Q4 2018 | share | Increase | +0.72% | 8 shares | -10K | $89.1 | 1.11K |
| Q3 2018 | share | Increase | +1120.88% | 1.02K shares | 116K | $102.28 | 1.11K |
| Q2 2018 | share | Decrease | -92.09% | -1.06K shares | -118K | $93.95 | 91 |
| Q1 2018 | share | Increase | 0.00% | 1.15K shares | 127K | $98.65 | 1.15K |