MOUNT YALE INVESTMENT ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$7.35M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, 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 | +7.77% | 5.07K shares | 0 | $104.5 | 70.42K |
| Q2 2022 | share | Increase | +14.69% | 8.37K shares | -408K | $112.61 | 65.34K |
| Q1 2022 | share | Increase | +7.50% | 3.97K shares | -626K | $136.32 | 56.97K |
| Q4 2021 | share | Decrease | -0.91% | -486 shares | -362K | $158.48 | 53.00K |
| Q3 2021 | share | Increase | +11.77% | 5.63K shares | 1.31M | $162.73 | 53.48K |
| Q2 2021 | share | Increase | +501.02% | 39.89K shares | 6.23M | $153.74 | 47.85K |
| Q1 2021 | share | Decrease | -55.36% | -9.87K shares | -1.05M | $149.59 | 7.96K |
| Q4 2020 | share | Decrease | -12.37% | -2.51K shares | 307K | $123.98 | 17.83K |
| Q3 2020 | share | Increase | +9.26% | 1.72K shares | 207K | $93.08 | 20.35K |
| Q2 2020 | share | Increase | +24.20% | 3.62K shares | 402K | $90.07 | 18.62K |
| Q1 2020 | share | Decrease | -4.41% | -692 shares | -727K | $85.3 | 14.99K |
| Q4 2019 | share | Decrease | -9.92% | -1.72K shares | -173K | $131.22 | 15.69K |
| Q3 2019 | put | Decrease | -100.00% | -6.4K shares | -2K | $109.9 | 0 |
| Q3 2019 | share | Increase | +3.19% | 539 shares | 427K | $109.9 | 17.41K |
| Q2 2019 | put | 0.00% | 0 shares | 0 | $103.67 | 6.4K | |
| Q2 2019 | share | Increase | +11.80% | 1.78K shares | 295K | $103.67 | 16.87K |
| Q1 2019 | put | Increase | 0.00% | 6.4K shares | 2K | $93.16 | 6.4K |
| Q1 2019 | share | Decrease | -19.19% | -3.58K shares | -356K | $93.16 | 15.09K |
| Q4 2018 | share | Decrease | -2.54% | -486 shares | -253K | $89.1 | 18.68K |
| Q3 2018 | share | Increase | +8.08% | 1.43K shares | 289K | $102.28 | 19.16K |
| Q3 2018 | put | Decrease | -100.00% | -6.4K shares | -5K | $102.28 | 0 |
| Q2 2018 | put | 0.00% | 0 shares | -3K | $93.95 | 6.4K | |
| Q2 2018 | share | Decrease | -1.03% | -184 shares | -122K | $93.95 | 17.73K |
| Q1 2018 | put | Increase | 0.00% | 6.4K shares | 8K | $98.65 | 6.4K |
| Q1 2018 | share | Increase | 0.00% | 17.91K shares | 1.97M | $98.65 | 17.91K |