KCS WEALTH ADVISORY – JPMorgan Chase & Co. Transaction History
KCS WEALTH ADVISORY portfolio value:
$2.41M
portfolio value
KCS WEALTH ADVISORY 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 | +25.17% | 4.64K shares | 335K | $104.5 | 23.09K |
| Q2 2022 | share | Increase | +24.92% | 3.68K shares | 65K | $112.61 | 18.45K |
| Q1 2022 | share | Decrease | -3.47% | -531 shares | -410K | $136.32 | 14.77K |
| Q4 2021 | share | Decrease | -2.07% | -323 shares | -134K | $158.48 | 15.30K |
| Q3 2021 | share | Decrease | -2.68% | -430 shares | 60K | $162.73 | 15.62K |
| Q2 2021 | share | Increase | +0.17% | 27 shares | 57K | $153.74 | 16.05K |
| Q1 2021 | share | Increase | +6.95% | 1.04K shares | 536K | $149.59 | 16.02K |
| Q4 2020 | share | Increase | +19.97% | 2.49K shares | 701K | $123.98 | 14.98K |
| Q3 2020 | share | Increase | +3.43% | 414 shares | 67K | $93.08 | 12.49K |
| Q2 2020 | share | Increase | +174.29% | 7.67K shares | 740K | $90.07 | 12.07K |
| Q1 2020 | share | Decrease | -7.01% | -332 shares | -264K | $85.3 | 4.40K |
| Q4 2019 | share | Decrease | -7.63% | -391 shares | 56.72K | $131.22 | 4.73K |
| Q3 2019 | share | Increase | +0.22% | 11 shares | 31.27K | $109.9 | 5.12K |
| Q2 2019 | share | Increase | +0.71% | 36 shares | 58K | $103.67 | 5.11K |
| Q1 2019 | share | Decrease | -8.90% | -496 shares | -30K | $93.16 | 5.07K |
| Q4 2018 | share | Decrease | -15.35% | -1.01K shares | -199K | $89.1 | 5.57K |
| Q3 2018 | share | Decrease | -11.38% | -846 shares | -31K | $102.28 | 6.58K |
| Q2 2018 | share | Decrease | -14.09% | -1.21K shares | -137K | $93.95 | 7.43K |
| Q1 2018 | share | Increase | +18.93% | 1.37K shares | 133K | $98.65 | 8.65K |
| Q4 2017 | share | Increase | 0.00% | 7.27K shares | 778K | $95.45 | 7.27K |