INSIGHT WEALTH STRATEGIES, LLC – JPMorgan Chase & Co. Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$1.39M
portfolio value
INSIGHT 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 | 0.00% | 0 shares | 0 | $104.5 | 12.38K | |
| Q2 2022 | share | Increase | +19.13% | 1.98K shares | -23K | $112.61 | 12.38K |
| Q1 2022 | share | Increase | +19.76% | 1.71K shares | 43K | $136.32 | 10.39K |
| Q4 2021 | share | Increase | +18.31% | 1.34K shares | 174K | $158.48 | 8.67K |
| Q3 2021 | share | Increase | +6.44% | 444 shares | 128K | $162.73 | 7.33K |
| Q2 2021 | share | Decrease | -35.92% | -3.86K shares | -565K | $153.74 | 6.89K |
| Q1 2021 | share | Increase | +41.31% | 3.14K shares | 670K | $149.59 | 10.75K |
| Q4 2020 | share | Increase | +2.42% | 180 shares | 252K | $123.98 | 7.60K |
| Q3 2020 | share | Increase | +55.32% | 2.64K shares | 265K | $93.08 | 7.42K |
| Q2 2020 | share | Decrease | -0.10% | -5 shares | 19K | $90.07 | 4.78K |
| Q1 2020 | share | Decrease | -37.54% | -2.87K shares | -638K | $85.3 | 4.78K |
| Q4 2019 | share | Increase | +139.86% | 4.47K shares | 693K | $131.22 | 7.66K |
| Q3 2019 | share | Increase | +3.77% | 116 shares | 32K | $109.9 | 3.19K |
| Q2 2019 | share | Increase | +0.69% | 21 shares | 34K | $103.67 | 3.08K |
| Q1 2019 | share | Decrease | -45.10% | -2.51K shares | -234K | $93.16 | 3.05K |
| Q4 2018 | share | Increase | 0.00% | 5.57K shares | 544K | $89.1 | 5.57K |