VALEO FINANCIAL ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
VALEO FINANCIAL ADVISORS, LLC portfolio value:
$21,000
portfolio value
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.15% | 5.92K shares | -342K | $104.5 | 148.65K |
| Q3 2022 | call | 0.00% | 0 shares | -2K | $104.5 | 200 | |
| Q2 2022 | share | Decrease | -0.18% | -257 shares | -2.83M | $112.61 | 142.72K |
| Q2 2022 | call | Decrease | -94.59% | -3.5K shares | -396K | $112.61 | 200 |
| Q1 2022 | share | Increase | +12.96% | 16.40K shares | -13K | $136.32 | 142.98K |
| Q1 2022 | call | Increase | +68.18% | 1.5K shares | 71K | $136.32 | 3.7K |
| Q4 2021 | call | Increase | +22.22% | 400 shares | 53K | $158.48 | 2.2K |
| Q4 2021 | share | Decrease | -0.40% | -503 shares | -627K | $158.48 | 126.58K |
| Q3 2021 | share | Increase | +5.75% | 6.91K shares | 1.91M | $162.73 | 127.08K |
| Q3 2021 | call | Increase | +125.00% | 1K shares | 171K | $162.73 | 1.8K |
| Q2 2021 | call | Increase | 0.00% | 800 shares | 124K | $153.74 | 800 |
| Q2 2021 | share | Decrease | -0.60% | -723 shares | 207K | $153.74 | 120.17K |
| Q1 2021 | share | Decrease | -13.85% | -19.43K shares | 2.46M | $149.59 | 120.89K |
| Q4 2020 | share | Increase | +67.42% | 56.51K shares | 4.16M | $123.98 | 140.33K |
| Q3 2020 | share | Decrease | -12.42% | -11.88K shares | -933K | $93.08 | 83.82K |
| Q2 2020 | share | Increase | +12.63% | 10.73K shares | 324K | $90.07 | 95.70K |
| Q1 2020 | share | Increase | +2.69% | 2.22K shares | -2.85M | $85.3 | 84.96K |
| Q4 2019 | share | Increase | +2.04% | 1.65K shares | 1.99M | $131.22 | 82.74K |
| Q3 2019 | share | Decrease | -2.97% | -2.48K shares | 200K | $109.9 | 81.09K |
| Q2 2019 | share | Decrease | -0.23% | -193 shares | 864K | $103.67 | 83.57K |
| Q1 2019 | share | Decrease | -10.91% | -10.25K shares | -699K | $93.16 | 83.77K |
| Q4 2018 | share | Increase | +2.52% | 2.31K shares | -807K | $89.1 | 94.02K |
| Q3 2018 | share | Increase | +1.56% | 1.40K shares | -311K | $102.28 | 91.71K |
| Q2 2018 | share | Decrease | -3.87% | -3.63K shares | -33K | $93.95 | 90.30K |
| Q1 2018 | share | Decrease | -3.80% | -3.70K shares | -112K | $98.65 | 93.93K |
| Q4 2017 | share | Increase | +5.17% | 4.8K shares | 1.57M | $95.45 | 97.64K |
| Q3 2017 | share | Increase | 0.00% | 92.84K shares | 8.86M | $84.75 | 92.84K |