SELECTIVE WEALTH MANAGEMENT, INC. – JPMorgan Chase & Co. Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$713,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. 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 | -44.20% | -5.40K shares | -664K | $104.5 | 6.82K |
| Q2 2022 | share | Decrease | -1.40% | -173 shares | -313K | $112.61 | 12.22K |
| Q1 2022 | share | Decrease | -16.62% | -2.47K shares | -665K | $136.32 | 12.4K |
| Q4 2021 | share | Decrease | -3.95% | -611 shares | -179K | $158.48 | 14.87K |
| Q3 2021 | share | Decrease | -33.73% | -7.88K shares | -1.1M | $162.73 | 15.48K |
| Q2 2021 | share | Decrease | -16.24% | -4.53K shares | -612K | $153.74 | 23.36K |
| Q1 2021 | share | Decrease | -11.71% | -3.69K shares | 231K | $149.59 | 27.89K |
| Q4 2020 | share | Increase | +10.50% | 3.00K shares | 1.26M | $123.98 | 31.59K |
| Q3 2020 | share | Increase | +0.75% | 212 shares | 84K | $93.08 | 28.59K |
| Q2 2020 | share | Increase | +6123.68% | 27.92K shares | 2.62M | $90.07 | 28.38K |
| Q1 2020 | share | 0.00% | 0 shares | -23K | $85.3 | 456 | |
| Q4 2019 | share | Increase | +0.22% | 1 shares | 10K | $131.22 | 456 |
| Q3 2019 | share | Increase | 0.00% | 455 shares | 54K | $109.9 | 455 |