BOGART WEALTH, LLC – JPMorgan Chase & Co. Transaction History
BOGART WEALTH, LLC portfolio value:
$3.81M
portfolio value
BOGART WEALTH, 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 | +24.15% | 7.10K shares | 504K | $104.5 | 36.53K |
| Q2 2022 | share | Increase | +26.79% | 6.21K shares | 149K | $112.61 | 29.43K |
| Q1 2022 | share | Increase | +19.72% | 3.82K shares | 94K | $136.32 | 23.21K |
| Q4 2021 | share | Increase | +13.11% | 2.24K shares | 265K | $158.48 | 19.39K |
| Q3 2021 | share | Increase | +20.00% | 2.85K shares | 584K | $162.73 | 17.14K |
| Q2 2021 | share | Increase | +19.28% | 2.30K shares | 399K | $153.74 | 14.28K |
| Q1 2021 | share | Increase | +27.23% | 2.56K shares | 627K | $149.59 | 11.97K |
| Q4 2020 | share | Increase | +8.97% | 775 shares | 365K | $123.98 | 9.41K |
| Q3 2020 | share | Decrease | -1.87% | -165 shares | 3K | $93.08 | 8.63K |
| Q2 2020 | share | Increase | +15.61% | 1.18K shares | 142K | $90.07 | 8.80K |
| Q1 2020 | share | Increase | +1057.29% | 6.95K shares | 594K | $85.3 | 7.61K |
| Q4 2019 | share | Increase | +24.39% | 129 shares | 30K | $131.22 | 658 |
| Q3 2019 | share | 0.00% | 0 shares | 3K | $109.9 | 529 | |
| Q2 2019 | share | Decrease | -0.75% | -4 shares | 6K | $103.67 | 529 |
| Q1 2019 | share | Decrease | -14.72% | -92 shares | -8K | $93.16 | 533 |
| Q4 2018 | share | Increase | +19.05% | 100 shares | 2K | $89.1 | 625 |
| Q3 2018 | share | Increase | +16.41% | 74 shares | 13K | $102.28 | 525 |
| Q2 2018 | share | 0.00% | 0 shares | -4K | $93.95 | 451 | |
| Q1 2018 | share | 0.00% | 0 shares | 2K | $98.65 | 451 | |
| Q4 2017 | share | 0.00% | 0 shares | 5K | $95.45 | 451 | |
| Q3 2017 | share | Increase | 0.00% | 451 shares | 43K | $84.75 | 451 |