ALERA INVESTMENT ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
ALERA INVESTMENT ADVISORS, LLC portfolio value:
$1.05M
portfolio value
ALERA 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 | Decrease | -9.54% | -1.05K shares | -200K | $104.5 | 10.03K |
| Q2 2022 | share | Decrease | -3.97% | -459 shares | -326K | $112.61 | 11.09K |
| Q1 2022 | share | Increase | +131.31% | 6.55K shares | 785K | $136.32 | 11.55K |
| Q4 2021 | share | Decrease | -9.53% | -526 shares | -105K | $158.48 | 4.99K |
| Q3 2021 | share | Decrease | -13.48% | -860 shares | -85K | $162.73 | 5.52K |
| Q2 2021 | share | Increase | +2.10% | 131 shares | 30K | $153.74 | 6.38K |
| Q1 2021 | share | Decrease | -0.30% | -19 shares | 154K | $149.59 | 6.25K |
| Q4 2020 | share | Increase | +27.60% | 1.35K shares | 324K | $123.98 | 6.26K |
| Q3 2020 | share | Increase | +2.89% | 138 shares | 24K | $93.08 | 4.91K |
| Q2 2020 | share | Decrease | -2.43% | -119 shares | 8K | $90.07 | 4.77K |
| Q1 2020 | share | Decrease | -8.04% | -428 shares | -301K | $85.3 | 4.89K |
| Q4 2019 | share | Decrease | -22.08% | -1.50K shares | -62K | $131.22 | 5.32K |
| Q3 2019 | share | Decrease | -0.18% | -12 shares | 39K | $109.9 | 6.83K |
| Q2 2019 | share | Increase | +7.70% | 489 shares | 122K | $103.67 | 6.84K |
| Q1 2019 | share | Decrease | -11.58% | -832 shares | -58K | $93.16 | 6.35K |
| Q4 2018 | share | Increase | 0.00% | 7.18K shares | 701K | $89.1 | 7.18K |