TAYLOR HOFFMAN WEALTH MANAGEMENT – JPMorgan Chase & Co. Transaction History
TAYLOR HOFFMAN WEALTH MANAGEMENT portfolio value:
$863,000
portfolio value
TAYLOR HOFFMAN WEALTH MANAGEMENT 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 | Decrease | -1.17% | -98 shares | -90K | $104.5 | 8.25K |
| Q2 2022 | share | Decrease | -3.64% | -316 shares | -229K | $112.61 | 8.35K |
| Q1 2022 | share | Increase | +0.01% | 1 shares | -191K | $136.32 | 8.67K |
| Q4 2021 | share | Decrease | -1.76% | -155 shares | -102K | $158.48 | 8.66K |
| Q3 2021 | share | Increase | +0.73% | 64 shares | 112K | $162.73 | 8.82K |
| Q2 2021 | share | Increase | +0.01% | 1 shares | 30K | $153.74 | 8.76K |
| Q1 2021 | share | Increase | +0.01% | 1 shares | 220K | $149.59 | 8.75K |
| Q4 2020 | share | Decrease | -5.85% | -544 shares | 218K | $123.98 | 8.75K |
| Q3 2020 | share | Decrease | -25.06% | -3.11K shares | -272K | $93.08 | 9.30K |
| Q2 2020 | share | Increase | +29.43% | 2.82K shares | 304K | $90.07 | 12.41K |
| Q1 2020 | share | Decrease | -13.05% | -1.43K shares | -674K | $85.3 | 9.59K |
| Q4 2019 | share | Increase | +0.01% | 1 shares | 239K | $131.22 | 11.02K |
| Q3 2019 | share | Increase | +15.57% | 1.48K shares | 231K | $109.9 | 11.02K |
| Q2 2019 | share | Decrease | -11.75% | -1.27K shares | -28K | $103.67 | 9.54K |
| Q1 2019 | share | Decrease | -4.41% | -499 shares | -9K | $93.16 | 10.81K |
| Q4 2018 | share | Increase | +81.69% | 5.08K shares | 401K | $89.1 | 11.31K |
| Q3 2018 | share | Increase | +0.02% | 1 shares | 54K | $102.28 | 6.22K |
| Q2 2018 | share | Increase | +0.02% | 1 shares | -35K | $93.95 | 6.22K |
| Q1 2018 | share | Increase | +28.36% | 1.37K shares | 165K | $98.65 | 6.22K |
| Q4 2017 | share | Increase | 0.00% | 4.84K shares | 519K | $95.45 | 4.84K |