HCR WEALTH ADVISORS – JPMorgan Chase & Co. Transaction History
HCR WEALTH ADVISORS portfolio value:
$2.47M
portfolio value
HCR WEALTH ADVISORS 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 | -1.19% | -285 shares | -225K | $104.5 | 23.72K |
| Q2 2022 | share | Decrease | -1.39% | -338 shares | -615K | $112.61 | 24.01K |
| Q1 2022 | share | Increase | +1.61% | 386 shares | -476K | $136.32 | 24.34K |
| Q4 2021 | share | Decrease | -0.65% | -156 shares | -153K | $158.48 | 23.96K |
| Q3 2021 | share | Increase | +6.76% | 1.52K shares | 434K | $162.73 | 24.11K |
| Q2 2021 | share | Increase | +7.32% | 1.54K shares | 309K | $153.74 | 22.59K |
| Q1 2021 | share | Decrease | -9.48% | -2.20K shares | 250K | $149.59 | 21.05K |
| Q4 2020 | share | Increase | +9.46% | 2.01K shares | 909K | $123.98 | 23.25K |
| Q3 2020 | share | Increase | +3.15% | 648 shares | 125K | $93.08 | 21.24K |
| Q2 2020 | share | Increase | +5.63% | 1.09K shares | 165K | $90.07 | 20.59K |
| Q1 2020 | share | Decrease | -59.89% | -29.11K shares | -5.02M | $85.3 | 19.5K |
| Q4 2019 | share | Increase | +4.28% | 1.99K shares | 1.28M | $131.22 | 48.61K |
| Q3 2019 | share | Decrease | -2.45% | -1.16K shares | 146K | $109.9 | 46.62K |
| Q2 2019 | share | Decrease | -0.94% | -452 shares | 473K | $103.67 | 47.79K |
| Q1 2019 | share | Decrease | -1.91% | -939 shares | 69K | $93.16 | 48.24K |
| Q4 2018 | share | Decrease | -0.23% | -115 shares | -391K | $89.1 | 49.18K |
| Q3 2018 | share | Increase | +4.97% | 2.33K shares | 295K | $102.28 | 49.29K |
| Q2 2018 | share | Increase | +0.47% | 218 shares | -244K | $93.95 | 46.96K |
| Q1 2018 | share | Increase | +0.20% | 94 shares | 152K | $98.65 | 46.74K |
| Q4 2017 | share | Decrease | -4.03% | -1.96K shares | 346K | $95.45 | 46.65K |
| Q3 2017 | share | Increase | +2.89% | 1.36K shares | 325K | $84.75 | 48.61K |
| Q2 2017 | share | Increase | +1.56% | 725 shares | 231K | $80.67 | 47.24K |
| Q1 2017 | share | Increase | +3.50% | 1.57K shares | 208K | $77.09 | 46.52K |
| Q4 2016 | share | Increase | 0.00% | 44.94K shares | 3.87M | $75.31 | 44.94K |