MARIETTA WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
MARIETTA WEALTH MANAGEMENT, LLC portfolio value:
$4.84M
portfolio value
MARIETTA 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 | +5.34% | 2.34K shares | -112K | $104.5 | 46.35K |
| Q2 2022 | share | Increase | +3.26% | 1.39K shares | -854K | $112.61 | 44.00K |
| Q1 2022 | share | Increase | +3.71% | 1.52K shares | -697K | $136.32 | 42.61K |
| Q4 2021 | share | Increase | +1.65% | 667 shares | -110K | $158.48 | 41.09K |
| Q3 2021 | share | Increase | +3.69% | 1.43K shares | 552K | $162.73 | 40.42K |
| Q2 2021 | share | Increase | +0.72% | 278 shares | 172K | $153.74 | 38.99K |
| Q1 2021 | share | Decrease | -6.75% | -2.8K shares | 618K | $149.59 | 38.71K |
| Q4 2020 | share | Increase | +1.13% | 463 shares | 1.32M | $123.98 | 41.51K |
| Q3 2020 | share | Increase | +2.27% | 910 shares | 177K | $93.08 | 41.04K |
| Q2 2020 | share | Increase | +8.65% | 3.19K shares | 449K | $90.07 | 40.13K |
| Q1 2020 | share | Increase | +8.79% | 2.98K shares | -1.40M | $85.3 | 36.94K |
| Q4 2019 | share | Decrease | -0.46% | -156 shares | 719K | $131.22 | 33.95K |
| Q3 2019 | share | Increase | +3.48% | 1.14K shares | 329K | $109.9 | 34.11K |
| Q2 2019 | share | Increase | +2.42% | 780 shares | 428K | $103.67 | 32.96K |
| Q1 2019 | share | Increase | +5.66% | 1.72K shares | 285K | $93.16 | 32.18K |
| Q4 2018 | share | Increase | +4.11% | 1.20K shares | -329K | $89.1 | 30.46K |
| Q3 2018 | share | Increase | +0.63% | 182 shares | 272K | $102.28 | 29.25K |
| Q2 2018 | share | Increase | +5.53% | 1.52K shares | 0 | $93.95 | 29.07K |
| Q1 2018 | share | Decrease | -1.42% | -397 shares | 41K | $98.65 | 27.55K |
| Q4 2017 | share | Decrease | -0.84% | -237 shares | 297K | $95.45 | 27.94K |
| Q3 2017 | share | Decrease | -4.59% | -1.35K shares | -8K | $84.75 | 28.18K |
| Q2 2017 | share | Increase | +2.86% | 820 shares | 177K | $80.67 | 29.54K |
| Q1 2017 | share | Increase | +18.10% | 4.40K shares | 424K | $77.09 | 28.72K |
| Q4 2016 | share | Increase | 0.00% | 24.32K shares | 2.09M | $75.31 | 24.32K |