FAIRHAVEN WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
FAIRHAVEN WEALTH MANAGEMENT, LLC portfolio value:
$2.86M
portfolio value
FAIRHAVEN 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 | Increase | +2.01% | 540 shares | -161K | $104.5 | 27.36K |
| Q2 2022 | share | Increase | +4.51% | 1.15K shares | -478K | $112.61 | 26.82K |
| Q1 2022 | share | Increase | +2.94% | 734 shares | -450K | $136.32 | 25.67K |
| Q4 2021 | share | Increase | +0.77% | 191 shares | -102K | $158.48 | 24.93K |
| Q3 2021 | share | Increase | +10.16% | 2.28K shares | 557K | $162.73 | 24.74K |
| Q2 2021 | share | Increase | +4.27% | 919 shares | 214K | $153.74 | 22.46K |
| Q1 2021 | share | Increase | +3.58% | 744 shares | 637K | $149.59 | 21.54K |
| Q4 2020 | share | Increase | +11.62% | 2.16K shares | 849K | $123.98 | 20.79K |
| Q3 2020 | share | Increase | +11.99% | 1.99K shares | 229K | $93.08 | 18.63K |
| Q2 2020 | share | Increase | +36.97% | 4.49K shares | 471K | $90.07 | 16.63K |
| Q1 2020 | share | Increase | +89.87% | 5.75K shares | 202K | $85.3 | 12.14K |
| Q4 2019 | share | 0.00% | 0 shares | 139K | $131.22 | 6.39K | |
| Q3 2019 | share | 0.00% | 0 shares | 38K | $109.9 | 6.39K | |
| Q2 2019 | share | Increase | +19.75% | 1.05K shares | 174K | $103.67 | 6.39K |
| Q1 2019 | share | Decrease | -7.42% | -428 shares | -22K | $93.16 | 5.34K |
| Q4 2018 | share | Increase | 0.00% | 5.77K shares | 563K | $89.1 | 5.77K |