CENTRIC WEALTH MANAGEMENT – JPMorgan Chase & Co. Transaction History
CENTRIC WEALTH MANAGEMENT portfolio value:
$559,000
portfolio value
CENTRIC 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 | -3.10% | -171 shares | -63K | $104.5 | 5.35K |
| Q2 2022 | share | Increase | +1.23% | 67 shares | -122K | $112.61 | 5.52K |
| Q1 2022 | share | Decrease | -1.62% | -90 shares | -134K | $136.32 | 5.45K |
| Q4 2021 | share | Increase | +14.84% | 717 shares | 87K | $158.48 | 5.54K |
| Q3 2021 | share | Decrease | -3.96% | -199 shares | 9K | $162.73 | 4.83K |
| Q2 2021 | share | Decrease | -6.30% | -338 shares | -35K | $153.74 | 5.02K |
| Q1 2021 | share | Decrease | -0.02% | -1 shares | 135K | $149.59 | 5.36K |
| Q4 2020 | share | Increase | +28.27% | 1.18K shares | 208K | $123.98 | 5.36K |
| Q3 2020 | share | Increase | +23.20% | 788 shares | 154K | $93.08 | 4.18K |
| Q2 2020 | share | Decrease | -18.83% | -788 shares | -154K | $90.07 | 3.39K |
| Q1 2020 | share | Increase | 0.00% | 4.18K shares | 474K | $85.3 | 4.18K |
| Q4 2019 | share | Decrease | -100.00% | -4.18K shares | -474K | $131.22 | 0 |
| Q3 2019 | share | Increase | +4.03% | 162 shares | 24K | $109.9 | 4.18K |
| Q2 2019 | share | Decrease | -6.98% | -302 shares | 12K | $103.67 | 4.02K |
| Q1 2019 | share | Increase | +4.02% | 167 shares | 32K | $93.16 | 4.32K |
| Q4 2018 | share | Increase | 0.00% | 4.15K shares | 406K | $89.1 | 4.15K |