9258 WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$2.87M
portfolio value
9258 WEALTH MANAGEMENT, 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 | -5.22% | -1.51K shares | -393K | $104.5 | 27.46K |
| Q2 2022 | share | Increase | +3.11% | 875 shares | -568K | $112.61 | 28.97K |
| Q1 2022 | share | Increase | +3.69% | 1K shares | -461K | $136.32 | 28.10K |
| Q4 2021 | share | Increase | +5.03% | 1.29K shares | 68K | $158.48 | 27.10K |
| Q3 2021 | share | Decrease | -1.17% | -306 shares | 163K | $162.73 | 25.80K |
| Q2 2021 | share | Increase | +3.27% | 826 shares | 212K | $153.74 | 26.11K |
| Q1 2021 | share | Increase | +0.83% | 207 shares | 662K | $149.59 | 25.28K |
| Q4 2020 | share | Increase | +12.72% | 2.83K shares | 1.00M | $123.98 | 25.07K |
| Q3 2020 | share | Decrease | -3.00% | -689 shares | 24K | $93.08 | 22.24K |
| Q2 2020 | share | Increase | +3.00% | 669 shares | 50K | $90.07 | 22.93K |
| Q1 2020 | share | Increase | +5.61% | 1.18K shares | -832K | $85.3 | 22.26K |
| Q4 2019 | share | Increase | +41.24% | 6.15K shares | 1.18M | $131.22 | 21.08K |
| Q3 2019 | share | Increase | +6.43% | 902 shares | 189K | $109.9 | 14.92K |
| Q2 2019 | share | Increase | +9.41% | 1.20K shares | 270K | $103.67 | 14.02K |
| Q1 2019 | share | Decrease | -0.29% | -37 shares | 43K | $93.16 | 12.82K |
| Q4 2018 | share | Increase | 0.00% | 12.85K shares | 1.25M | $89.1 | 12.85K |