LIBERTY WEALTH MANAGEMENT LLC – JPMorgan Chase & Co. Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$479,000
portfolio value
LIBERTY 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 | +17.87% | 695 shares | 41K | $104.5 | 4.58K |
| Q2 2022 | share | Increase | +2.50% | 95 shares | -79K | $112.61 | 3.89K |
| Q1 2022 | share | Increase | +15.07% | 497 shares | -5K | $136.32 | 3.79K |
| Q4 2021 | share | Increase | +1.63% | 53 shares | -11K | $158.48 | 3.29K |
| Q3 2021 | share | Increase | +16.43% | 458 shares | 100K | $162.73 | 3.24K |
| Q2 2021 | share | Decrease | -6.48% | -193 shares | 47K | $153.74 | 2.78K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $149.59 | 2.98K | |
| Q4 2020 | share | Increase | +9.36% | 255 shares | 124K | $123.98 | 2.98K |
| Q3 2020 | share | Decrease | -0.26% | -7 shares | 5K | $93.08 | 2.72K |
| Q2 2020 | share | Decrease | -2.50% | -70 shares | 5K | $90.07 | 2.73K |
| Q1 2020 | share | Increase | +1.05% | 29 shares | -134K | $85.3 | 2.80K |
| Q4 2019 | share | Increase | +2.55% | 69 shares | 68K | $131.22 | 2.77K |
| Q3 2019 | share | Increase | +70.92% | 1.12K shares | 141K | $109.9 | 2.70K |
| Q2 2019 | share | Increase | +8.21% | 120 shares | 30K | $103.67 | 1.58K |
| Q1 2019 | share | Decrease | -0.27% | -4 shares | 4K | $93.16 | 1.46K |
| Q4 2018 | share | Increase | 0.00% | 1.46K shares | 143K | $89.1 | 1.46K |