SHEPHERD FINANCIAL PARTNERS LLC JPMorgan Chase & Co. Transaction History

SHEPHERD FINANCIAL PARTNERS LLC portfolio value:

$4.17M
portfolio value

SHEPHERD FINANCIAL 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 Increase +2.11% 825 shares -231K $104.5 39.96K
Q2 2022 share Increase +3.08% 1.16K shares -767K $112.61 39.13K
Q1 2022 share Increase +3.03% 1.11K shares -670K $136.32 37.96K
Q4 2021 share Increase +2.67% 960 shares -29K $158.48 36.85K
Q3 2021 share Increase +0.76% 270 shares 332K $162.73 35.89K
Q2 2021 share Increase +2.19% 762 shares 234K $153.74 35.62K
Q1 2021 share Increase +2.51% 855 shares 985K $149.59 34.86K
Q4 2020 share Increase +3.32% 1.09K shares 1.15M $123.98 34.00K
Q3 2020 share Increase +1.44% 466 shares 117K $93.08 32.91K
Q2 2020 share Increase +3.50% 1.09K shares 230K $90.07 32.44K
Q1 2020 share Decrease -27.90% -12.13K shares -3.23M $85.3 31.35K
Q4 2019 share Decrease -4.35% -1.97K shares 712K $131.22 43.48K
Q3 2019 share Increase +0.26% 120 shares 280K $109.9 45.46K
Q2 2019 share Decrease -1.34% -618 shares 416K $103.67 45.34K
Q1 2019 share Increase +2.85% 1.27K shares 288K $93.16 45.96K
Q4 2018 share Increase +5.37% 2.27K shares -55K $89.1 44.68K
Q3 2018 share 0.00% 0 shares -36K $102.28 42.41K
Q2 2018 share Increase +6.94% 2.75K shares 97K $93.95 42.41K
Q1 2018 share Decrease -0.61% -245 shares 92K $98.65 39.65K
Q4 2017 share Decrease -4.08% -1.69K shares 255K $95.45 39.90K
Q3 2017 share Increase +0.59% 244 shares 157K $84.75 41.6K
Q2 2017 share Decrease -7.85% -3.52K shares -14K $80.67 41.35K
Q1 2017 share Decrease -2.40% -1.10K shares -144K $77.09 44.87K
Q4 2016 share Increase 0.00% 45.98K shares 4.01M $75.31 45.98K