AJ WEALTH STRATEGIES, LLC – JPMorgan Chase & Co. Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$6.79M
portfolio value
AJ WEALTH STRATEGIES, 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 | +144.45% | 38.41K shares | 3.79M | $104.5 | 65.00K |
| Q2 2022 | share | Decrease | -1.72% | -465 shares | -694K | $112.61 | 26.59K |
| Q1 2022 | share | Increase | +0.02% | 5 shares | -595K | $136.32 | 27.05K |
| Q4 2021 | share | Decrease | -58.36% | -37.91K shares | -6.35M | $158.48 | 27.05K |
| Q3 2021 | share | Increase | +1.28% | 824 shares | 658K | $162.73 | 64.96K |
| Q2 2021 | share | Decrease | -4.42% | -2.96K shares | -240K | $153.74 | 64.14K |
| Q1 2021 | share | Increase | +142.08% | 39.39K shares | 6.69M | $149.59 | 67.11K |
| Q4 2020 | share | Increase | +3.64% | 973 shares | 948K | $123.98 | 27.72K |
| Q3 2020 | share | Decrease | -0.19% | -52 shares | 54K | $93.08 | 26.75K |
| Q2 2020 | share | Increase | +21.33% | 4.71K shares | 532K | $90.07 | 26.80K |
| Q1 2020 | share | Increase | +388.74% | 17.57K shares | 1.35M | $85.3 | 22.09K |
| Q4 2019 | share | 0.00% | 0 shares | 98K | $131.22 | 4.52K | |
| Q3 2019 | share | Decrease | -30.49% | -1.98K shares | -195K | $109.9 | 4.52K |
| Q2 2019 | share | Decrease | -26.92% | -2.39K shares | -174K | $103.67 | 6.50K |
| Q1 2019 | share | Increase | +3.32% | 286 shares | 60K | $93.16 | 8.89K |
| Q4 2018 | share | Increase | +3.41% | 284 shares | -99K | $89.1 | 8.61K |
| Q3 2018 | share | Increase | +2.27% | 185 shares | 105K | $102.28 | 8.32K |
| Q2 2018 | share | Decrease | -27.36% | -3.06K shares | -398K | $93.95 | 8.14K |
| Q1 2018 | share | Increase | +0.47% | 52 shares | 40K | $98.65 | 11.21K |
| Q4 2017 | share | Increase | 0.00% | 11.16K shares | 1.19M | $95.45 | 11.16K |