AE WEALTH MANAGEMENT LLC – JPMorgan Chase & Co. Transaction History
AE WEALTH MANAGEMENT LLC portfolio value:
$32.16M
portfolio value
AE WEALTH MANAGEMENT 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 | +40.57% | 88.82K shares | 7.50M | $104.5 | 307.77K |
| Q2 2022 | share | Increase | +8.78% | 17.67K shares | -2.78M | $112.61 | 218.94K |
| Q1 2022 | share | Decrease | -4.00% | -8.39K shares | -5.76M | $136.32 | 201.27K |
| Q4 2021 | put | Decrease | -100.00% | -3K shares | -1K | $158.48 | 0 |
| Q4 2021 | share | Decrease | -7.67% | -17.42K shares | -3.97M | $158.48 | 209.66K |
| Q3 2021 | share | Increase | +7.22% | 15.28K shares | 4.22M | $162.73 | 227.09K |
| Q3 2021 | put | 0.00% | 0 shares | -8K | $162.73 | 3K | |
| Q2 2021 | share | Increase | +20.39% | 35.86K shares | 6.16M | $153.74 | 211.80K |
| Q2 2021 | put | Increase | 0.00% | 3K shares | 9K | $153.74 | 3K |
| Q1 2021 | share | Increase | +8.28% | 13.45K shares | 6.13M | $149.59 | 175.94K |
| Q4 2020 | share | Increase | +1.68% | 2.68K shares | 5.26M | $123.98 | 162.48K |
| Q3 2020 | share | Increase | +3.91% | 6.01K shares | 919K | $93.08 | 159.80K |
| Q2 2020 | share | Increase | +8.32% | 11.81K shares | 1.68M | $90.07 | 153.78K |
| Q1 2020 | share | Increase | +14.47% | 17.94K shares | -4.50M | $85.3 | 141.97K |
| Q4 2019 | share | Increase | +6.43% | 7.49K shares | 3.57M | $131.22 | 124.02K |
| Q3 2019 | share | Increase | +6.07% | 6.66K shares | 1.43M | $109.9 | 116.53K |
| Q2 2019 | share | Increase | +141.99% | 64.46K shares | 7.68M | $103.67 | 109.86K |
| Q1 2019 | share | Increase | +18.37% | 7.04K shares | 852K | $93.16 | 45.4K |
| Q4 2018 | share | Increase | +0.17% | 67 shares | -576K | $89.1 | 38.35K |
| Q3 2018 | share | Increase | +33.27% | 9.55K shares | 1.32M | $102.28 | 38.28K |
| Q2 2018 | share | Decrease | -1.97% | -577 shares | -230K | $93.95 | 28.72K |
| Q1 2018 | share | Increase | +17.67% | 4.4K shares | 560K | $98.65 | 29.30K |
| Q4 2017 | share | Increase | +1.58% | 388 shares | 321K | $95.45 | 24.90K |
| Q3 2017 | share | Increase | +56.73% | 8.87K shares | 912K | $84.75 | 24.51K |
| Q2 2017 | share | Increase | +68.13% | 6.33K shares | 613K | $80.67 | 15.64K |
| Q1 2017 | share | Increase | +152.89% | 5.62K shares | 500K | $77.09 | 9.30K |
| Q4 2016 | share | Increase | 0.00% | 3.67K shares | 317K | $75.31 | 3.67K |