ULLMANN WEALTH PARTNERS GROUP, LLC – JPMorgan Chase & Co. Transaction History
ULLMANN WEALTH PARTNERS GROUP, LLC portfolio value:
$442,000
portfolio value
ULLMANN WEALTH PARTNERS GROUP, 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 | +3.75% | 153 shares | -18K | $104.5 | 4.23K |
| Q2 2022 | share | Increase | +0.91% | 37 shares | -91K | $112.61 | 4.08K |
| Q1 2022 | share | Increase | +1.13% | 45 shares | -82K | $136.32 | 4.04K |
| Q4 2021 | share | 0.00% | 0 shares | -22K | $158.48 | 3.99K | |
| Q3 2021 | share | Increase | +0.63% | 25 shares | 37K | $162.73 | 3.99K |
| Q2 2021 | share | 0.00% | 0 shares | 13K | $153.74 | 3.97K | |
| Q1 2021 | share | 0.00% | 0 shares | 100K | $149.59 | 3.97K | |
| Q4 2020 | share | 0.00% | 0 shares | 122K | $123.98 | 3.97K | |
| Q3 2020 | share | Increase | +2.58% | 100 shares | 19K | $93.08 | 3.97K |
| Q2 2020 | share | Increase | 0.00% | 3.87K shares | 364K | $90.07 | 3.87K |
| Q4 2019 | share | Decrease | -100.00% | -3.95K shares | -465K | $131.22 | 0 |
| Q3 2019 | share | Decrease | -6.88% | -292 shares | -9K | $109.9 | 3.95K |
| Q2 2019 | share | Decrease | -2.59% | -113 shares | 33K | $103.67 | 4.24K |
| Q1 2019 | share | Increase | +12.67% | 490 shares | 63K | $93.16 | 4.35K |
| Q4 2018 | share | Increase | +16.86% | 558 shares | 5K | $89.1 | 3.86K |
| Q3 2018 | share | Decrease | -1.98% | -67 shares | 22K | $102.28 | 3.31K |
| Q2 2018 | share | 0.00% | 0 shares | -20K | $93.95 | 3.37K | |
| Q1 2018 | share | Decrease | -4.20% | -148 shares | -11K | $98.65 | 3.37K |
| Q4 2017 | share | Decrease | -22.82% | -1.04K shares | 78K | $95.45 | 3.52K |
| Q3 2017 | share | Decrease | -0.85% | -39 shares | -116K | $84.75 | 4.56K |
| Q2 2017 | share | Increase | +172.71% | 2.91K shares | 272K | $80.67 | 4.60K |
| Q1 2017 | share | Increase | 0.00% | 1.68K shares | 148K | $77.09 | 1.68K |