HILLCREST WEALTH ADVISORS - NY, LLC – JPMorgan Chase & Co. Transaction History
HILLCREST WEALTH ADVISORS - NY, LLC portfolio value:
$453,000
portfolio value
HILLCREST WEALTH ADVISORS - NY, 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 | 0.00% | 0 shares | -35K | $104.5 | 4.33K | |
| Q2 2022 | share | 0.00% | 0 shares | -103K | $112.61 | 4.33K | |
| Q1 2022 | share | 0.00% | 0 shares | -96K | $136.32 | 4.33K | |
| Q4 2021 | share | 0.00% | 0 shares | -23K | $158.48 | 4.33K | |
| Q3 2021 | share | Increase | +0.63% | 27 shares | 40K | $162.73 | 4.33K |
| Q2 2021 | share | Increase | +7.27% | 292 shares | 58K | $153.74 | 4.31K |
| Q1 2021 | share | 0.00% | 0 shares | 101K | $149.59 | 4.01K | |
| Q4 2020 | share | Decrease | -61.80% | -6.5K shares | -502K | $123.98 | 4.01K |
| Q3 2020 | share | Increase | 0.00% | 10.51K shares | 1.01M | $93.08 | 10.51K |