STEWARD PARTNERS INVESTMENT ADVISORY, LLC – JPMorgan Chase & Co. Transaction History
STEWARD PARTNERS INVESTMENT ADVISORY, LLC portfolio value:
$43.69M
portfolio value
STEWARD PARTNERS INVESTMENT ADVISORY, 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 | +8.91% | 34.21K shares | 462K | $104.5 | 418.10K |
| Q2 2022 | share | Decrease | -3.72% | -14.82K shares | -11.12M | $112.61 | 383.89K |
| Q1 2022 | share | Decrease | -2.21% | -9.01K shares | -10.21M | $136.32 | 398.71K |
| Q4 2021 | share | Increase | +7.59% | 28.75K shares | 2.53M | $158.48 | 407.72K |
| Q3 2021 | share | Increase | +7.64% | 26.90K shares | 7.27M | $162.73 | 378.97K |
| Q2 2021 | share | Decrease | -0.69% | -2.45K shares | 791.51K | $153.74 | 352.06K |
| Q1 2021 | share | Increase | +18.41% | 55.11K shares | 15.92M | $149.59 | 354.51K |
| Q4 2020 | share | Increase | +0.83% | 2.45K shares | 9.45M | $123.98 | 299.40K |
| Q3 2020 | share | Increase | +10.31% | 27.75K shares | 3.26M | $93.08 | 296.94K |
| Q2 2020 | share | Increase | +11.39% | 27.53K shares | 3.56M | $90.07 | 269.19K |
| Q1 2020 | share | Increase | +6.18% | 14.06K shares | -9.97M | $85.3 | 241.66K |
| Q4 2019 | share | Increase | +0.34% | 782 shares | 5.03M | $131.22 | 227.60K |
| Q3 2019 | share | Increase | +3.93% | 8.58K shares | 2.29M | $109.9 | 226.81K |
| Q2 2019 | share | Increase | +6.07% | 12.48K shares | 3.57M | $103.67 | 218.23K |
| Q1 2019 | share | Decrease | -2.64% | -5.58K shares | 198K | $93.16 | 205.74K |
| Q4 2018 | share | Increase | +9.45% | 18.25K shares | -1.15M | $89.1 | 211.33K |
| Q3 2018 | share | Increase | +19.12% | 30.98K shares | 4.89M | $102.28 | 193.08K |
| Q2 2018 | share | Increase | +11.99% | 17.34K shares | 974K | $93.95 | 162.09K |
| Q1 2018 | share | Increase | +7.46% | 10.05K shares | 1.51M | $98.65 | 144.74K |
| Q4 2017 | share | Increase | +37.39% | 36.65K shares | 5.04M | $95.45 | 134.69K |
| Q3 2017 | share | Increase | +10.80% | 9.55K shares | 1.27M | $84.75 | 98.03K |
| Q2 2017 | share | Increase | +26.11% | 18.31K shares | 1.92M | $80.67 | 88.48K |
| Q1 2017 | share | Increase | +50.28% | 23.47K shares | 2.13M | $77.09 | 70.16K |
| Q4 2016 | share | Increase | 0.00% | 46.68K shares | 4.02M | $75.31 | 46.68K |