NICOLA WEALTH MANAGEMENT LTD. – JPMorgan Chase & Co. Transaction History
NICOLA WEALTH MANAGEMENT LTD. portfolio value:
$11.02M
portfolio value
NICOLA WEALTH MANAGEMENT LTD. 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 | +1.44% | 1.5K shares | -686K | $104.5 | 105.5K |
| Q2 2022 | share | Increase | +7.77% | 7.5K shares | -1.44M | $112.61 | 104K |
| Q1 2022 | share | Increase | +11.30% | 9.8K shares | -574K | $136.32 | 96.5K |
| Q4 2021 | share | Increase | +10.45% | 8.2K shares | 879K | $158.48 | 86.7K |
| Q3 2021 | share | Decrease | -7.10% | -6K shares | -293K | $162.73 | 78.5K |
| Q2 2021 | share | Increase | +13.42% | 10K shares | 1.80M | $153.74 | 84.5K |
| Q1 2021 | share | Decrease | -30.05% | -32K shares | -2.19M | $149.59 | 74.5K |
| Q4 2020 | share | Increase | +26.04% | 22K shares | 5.39M | $123.98 | 106.5K |
| Q3 2020 | share | Increase | +21.58% | 15K shares | 1.59M | $93.08 | 84.5K |
| Q2 2020 | share | Increase | +21.93% | 12.5K shares | 1.40M | $90.07 | 69.5K |
| Q1 2020 | share | Decrease | -36.67% | -33K shares | -7.41M | $85.3 | 57K |
| Q4 2019 | share | Increase | +8.43% | 7K shares | 2.77M | $131.22 | 90K |
| Q3 2019 | share | Increase | +2.47% | 2K shares | 712K | $109.9 | 83K |
| Q2 2019 | share | Decrease | -10.00% | -9K shares | -55K | $103.67 | 81K |
| Q1 2019 | share | Decrease | -20.35% | -23K shares | -1.92M | $93.16 | 90K |
| Q4 2018 | share | Increase | +63.77% | 44K shares | 3.24M | $89.1 | 113K |
| Q3 2018 | share | 0.00% | 0 shares | 596K | $102.28 | 69K | |
| Q2 2018 | share | Decrease | -9.21% | -7K shares | -1.16M | $93.95 | 69K |
| Q1 2018 | share | Increase | 0.00% | 76K shares | 8.35M | $98.65 | 76K |