OMNIA FAMILY WEALTH, LLC – JPMorgan Chase & Co. Transaction History
OMNIA FAMILY WEALTH, LLC portfolio value:
$529,000
portfolio value
OMNIA FAMILY 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 | -0.20% | -10 shares | -42K | $104.5 | 5.06K |
| Q2 2022 | share | Decrease | -3.72% | -196 shares | -147K | $112.61 | 5.07K |
| Q1 2022 | share | Decrease | -1.77% | -95 shares | -131K | $136.32 | 5.26K |
| Q4 2021 | share | 0.00% | 0 shares | -29K | $158.48 | 5.36K | |
| Q3 2021 | share | Decrease | -0.65% | -35 shares | 38K | $162.73 | 5.36K |
| Q2 2021 | share | Increase | +0.65% | 35 shares | 24K | $153.74 | 5.39K |
| Q1 2021 | share | Increase | +1.07% | 57 shares | 141.76K | $149.59 | 5.36K |
| Q4 2020 | share | Increase | +9.36% | 454 shares | 207.23K | $123.98 | 5.30K |
| Q3 2020 | share | Decrease | -6.04% | -312 shares | -18.72K | $93.08 | 4.85K |
| Q2 2020 | share | Decrease | -25.80% | -1.79K shares | -141.27K | $90.07 | 5.16K |
| Q1 2020 | share | Increase | +9.66% | 613 shares | -258K | $85.3 | 6.96K |
| Q4 2019 | share | Increase | +27.86% | 1.38K shares | 301K | $131.22 | 6.34K |
| Q3 2019 | share | 0.00% | 0 shares | 29K | $109.9 | 4.96K | |
| Q2 2019 | share | Decrease | -0.28% | -14 shares | 51K | $103.67 | 4.96K |
| Q1 2019 | share | Increase | +0.28% | 14 shares | 19K | $93.16 | 4.97K |
| Q4 2018 | share | 0.00% | 0 shares | -75K | $89.1 | 4.96K | |
| Q3 2018 | share | Decrease | -6.60% | -351 shares | 6K | $102.28 | 4.96K |
| Q2 2018 | share | 0.00% | 0 shares | -30K | $93.95 | 5.31K | |
| Q1 2018 | share | Decrease | -10.16% | -601 shares | -49K | $98.65 | 5.31K |
| Q4 2017 | share | Increase | +9.13% | 495 shares | 115K | $95.45 | 5.91K |
| Q3 2017 | share | Decrease | -5.33% | -305 shares | -5K | $84.75 | 5.42K |
| Q2 2017 | share | Increase | +5.76% | 312 shares | 47K | $80.67 | 5.72K |
| Q1 2017 | share | 0.00% | 0 shares | 9K | $77.09 | 5.41K | |
| Q4 2016 | share | Increase | 0.00% | 5.41K shares | 467K | $75.31 | 5.41K |