BERNARDO WEALTH PLANNING LLC – JPMorgan Chase & Co. Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$227,000
portfolio value
BERNARDO WEALTH PLANNING 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 | -18.79% | -430 shares | -30K | $104.5 | 1.85K |
| Q2 2022 | share | Increase | +12.82% | 260 shares | -19K | $112.61 | 2.28K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $136.32 | 1.36K | |
| Q4 2021 | share | Increase | 0.00% | 1.36K shares | 216K | $158.48 | 1.36K |
| Q1 2021 | share | Decrease | -100.00% | -16.23K shares | -2.06M | $149.59 | 0 |
| Q4 2020 | share | Increase | +3.66% | 574 shares | 555K | $123.98 | 16.23K |
| Q3 2020 | share | Increase | +12.92% | 1.79K shares | 204K | $93.08 | 15.66K |
| Q2 2020 | share | Decrease | -0.17% | -24 shares | 53K | $90.07 | 13.87K |
| Q1 2020 | share | Increase | +8.84% | 1.12K shares | -528K | $85.3 | 13.89K |
| Q4 2019 | share | Increase | +0.02% | 3 shares | 277K | $131.22 | 12.76K |
| Q3 2019 | share | Decrease | -6.93% | -951 shares | -31K | $109.9 | 12.76K |
| Q2 2019 | share | Decrease | -0.89% | -123 shares | 132K | $103.67 | 13.71K |
| Q1 2019 | share | Increase | +4.18% | 555 shares | 104K | $93.16 | 13.83K |
| Q4 2018 | share | Increase | 0.00% | 13.28K shares | 1.29M | $89.1 | 13.28K |