SUMMIT WEALTH & RETIREMENT PLANNING, INC. – JPMorgan Chase & Co. Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$1.32M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, 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 | 0.00% | 0 shares | -103K | $104.5 | 12.69K | |
| Q2 2022 | share | Increase | +4.56% | 553 shares | -226K | $112.61 | 12.69K |
| Q1 2022 | share | Increase | +61.11% | 4.60K shares | 462K | $136.32 | 12.13K |
| Q4 2021 | share | Increase | +194.41% | 4.97K shares | 774K | $158.48 | 7.53K |
| Q3 2021 | share | Increase | +11.21% | 258 shares | 61K | $162.73 | 2.55K |
| Q2 2021 | share | Decrease | -2.09% | -49 shares | 0 | $153.74 | 2.30K |
| Q1 2021 | share | 0.00% | 0 shares | 59K | $149.59 | 2.35K | |
| Q4 2020 | share | Decrease | -8.20% | -210 shares | 53K | $123.98 | 2.35K |
| Q3 2020 | share | Decrease | -30.13% | -1.10K shares | -99K | $93.08 | 2.56K |
| Q2 2020 | share | Decrease | -5.42% | -210 shares | -4K | $90.07 | 3.66K |
| Q1 2020 | share | Decrease | -10.22% | -441 shares | -253K | $85.3 | 3.87K |
| Q4 2019 | share | Increase | +5.50% | 225 shares | 121K | $131.22 | 4.31K |
| Q3 2019 | share | Decrease | -75.94% | -12.90K shares | -1.41M | $109.9 | 4.09K |
| Q2 2019 | share | Decrease | -4.92% | -880 shares | 90K | $103.67 | 16.99K |
| Q1 2019 | share | Decrease | -2.79% | -513 shares | 15K | $93.16 | 17.87K |
| Q4 2018 | share | Increase | 0.00% | 18.39K shares | 1.79M | $89.1 | 18.39K |