YORKBRIDGE WEALTH PARTNERS, LLC – JPMorgan Chase & Co. Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$2.56M
portfolio value
YORKBRIDGE 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 | -8.99% | -2.42K shares | -472K | $104.5 | 24.52K |
| Q2 2022 | share | Increase | +2.48% | 651 shares | -550K | $112.61 | 26.95K |
| Q1 2022 | share | Decrease | -27.35% | -9.90K shares | -2.14M | $136.32 | 26.3K |
| Q4 2021 | share | Decrease | -1.42% | -522 shares | -278K | $158.48 | 36.20K |
| Q3 2021 | share | Increase | +4.73% | 1.65K shares | 557K | $162.73 | 36.72K |
| Q2 2021 | share | Increase | +5.15% | 1.71K shares | 377K | $153.74 | 35.06K |
| Q1 2021 | share | Increase | +7.59% | 2.35K shares | 1.13M | $149.59 | 33.35K |
| Q4 2020 | share | Increase | +41.72% | 9.12K shares | 1.83M | $123.98 | 30.99K |
| Q3 2020 | share | Increase | +45.76% | 6.86K shares | 695K | $93.08 | 21.87K |
| Q2 2020 | share | Decrease | -2.13% | -326 shares | 31K | $90.07 | 15.00K |
| Q1 2020 | share | Decrease | -3.73% | -594 shares | -840K | $85.3 | 15.33K |
| Q4 2019 | share | Decrease | -6.72% | -1.14K shares | 211K | $131.22 | 15.92K |
| Q3 2019 | share | Decrease | -12.82% | -2.51K shares | -180K | $109.9 | 17.07K |
| Q2 2019 | share | Decrease | -3.57% | -726 shares | 133K | $103.67 | 19.58K |
| Q1 2019 | share | Decrease | -0.33% | -67 shares | 67K | $93.16 | 20.30K |
| Q4 2018 | share | Decrease | -1.01% | -207 shares | -347K | $89.1 | 20.37K |
| Q3 2018 | share | Decrease | -3.64% | -778 shares | 110K | $102.28 | 20.58K |
| Q2 2018 | share | Decrease | -1.90% | -414 shares | -242K | $93.95 | 21.36K |
| Q1 2018 | share | Decrease | -4.56% | -1.04K shares | -14K | $98.65 | 21.77K |
| Q4 2017 | share | Decrease | -4.05% | -964 shares | 211K | $95.45 | 22.81K |
| Q3 2017 | share | Decrease | -0.54% | -130 shares | 53K | $84.75 | 23.77K |
| Q2 2017 | share | Decrease | -1.40% | -340 shares | 120K | $80.67 | 23.90K |
| Q1 2017 | share | Increase | +14.48% | 3.06K shares | 428K | $77.09 | 24.24K |
| Q4 2016 | share | Increase | 0.00% | 21.18K shares | 1.67M | $75.31 | 21.18K |