ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$2.90M
portfolio value
ROBERTSON STEPHENS 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 | +3.78% | 1.01K shares | -111K | $104.5 | 27.76K |
| Q2 2022 | share | Decrease | -21.05% | -7.13K shares | -1.60M | $112.61 | 26.75K |
| Q1 2022 | share | Increase | +5.27% | 1.69K shares | -478K | $136.32 | 33.88K |
| Q4 2021 | share | Increase | +63.64% | 12.51K shares | 1.87M | $158.48 | 32.18K |
| Q3 2021 | share | Decrease | -3.58% | -731 shares | 47K | $162.73 | 19.67K |
| Q2 2021 | share | Decrease | -15.74% | -3.81K shares | -513K | $153.74 | 20.40K |
| Q1 2021 | share | Increase | +68.18% | 9.81K shares | 1.85M | $149.59 | 24.21K |
| Q4 2020 | share | Decrease | -11.18% | -1.81K shares | 269K | $123.98 | 14.39K |
| Q3 2020 | share | Increase | +70.77% | 6.71K shares | 668K | $93.08 | 16.21K |
| Q2 2020 | share | Decrease | -6.58% | -669 shares | -23K | $90.07 | 9.49K |
| Q1 2020 | share | Increase | +218.66% | 6.97K shares | 471K | $85.3 | 10.16K |
| Q4 2019 | share | Decrease | -51.48% | -3.38K shares | -329K | $131.22 | 3.18K |
| Q3 2019 | share | Increase | 0.00% | 6.57K shares | 773K | $109.9 | 6.57K |