BDO WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$4.86M
portfolio value
BDO WEALTH ADVISORS, 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 | 0.00% | 0 shares | 0 | $104.5 | 43.15K | |
| Q2 2022 | share | Decrease | -2.69% | -1.19K shares | -1.18M | $112.61 | 43.15K |
| Q1 2022 | share | Increase | +1.68% | 733 shares | -861K | $136.32 | 44.35K |
| Q4 2021 | share | Increase | +1.26% | 541 shares | -145K | $158.48 | 43.62K |
| Q3 2021 | share | Decrease | -1.06% | -461 shares | 280K | $162.73 | 43.07K |
| Q2 2021 | share | Decrease | -2.28% | -1.01K shares | -10K | $153.74 | 43.54K |
| Q1 2021 | share | Increase | +42.21% | 13.22K shares | 2.80M | $149.59 | 44.55K |
| Q4 2020 | share | Increase | +0.13% | 41 shares | 969K | $123.98 | 31.33K |
| Q3 2020 | share | Decrease | -1.42% | -452 shares | 26K | $93.08 | 31.28K |
| Q2 2020 | share | Increase | +1.11% | 350 shares | 160K | $90.07 | 31.74K |
| Q1 2020 | share | Increase | +13.88% | 3.82K shares | -1.01M | $85.3 | 31.39K |
| Q4 2019 | share | Decrease | -4.43% | -1.27K shares | 448K | $131.22 | 27.56K |
| Q3 2019 | share | Increase | +0.79% | 227 shares | 196K | $109.9 | 28.84K |
| Q2 2019 | share | Increase | +0.27% | 77 shares | 310K | $103.67 | 28.61K |
| Q1 2019 | share | Increase | +3.68% | 1.01K shares | 202K | $93.16 | 28.54K |
| Q4 2018 | share | Decrease | -4.59% | -1.32K shares | -568K | $89.1 | 27.52K |
| Q3 2018 | share | Increase | +2.97% | 833 shares | 336K | $102.28 | 28.84K |
| Q2 2018 | share | Increase | +2.43% | 664 shares | -89K | $93.95 | 28.01K |
| Q1 2018 | share | Increase | +15.73% | 3.71K shares | 481K | $98.65 | 27.35K |
| Q4 2017 | share | Increase | +6.95% | 1.53K shares | 416K | $95.45 | 23.63K |
| Q3 2017 | share | Decrease | -14.25% | -3.67K shares | -245K | $84.75 | 22.09K |
| Q2 2017 | share | Increase | 0.00% | 25.77K shares | 2.35M | $80.67 | 25.77K |