MARCUM WEALTH, LLC – JPMorgan Chase & Co. Transaction History
MARCUM WEALTH, LLC portfolio value:
$3.40M
portfolio value
MARCUM WEALTH, 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 | +3.47% | 1.09K shares | -142K | $104.5 | 32.61K |
| Q2 2022 | share | Increase | +6.13% | 1.82K shares | -499K | $112.61 | 31.52K |
| Q1 2022 | share | Decrease | -2.22% | -675 shares | -761K | $136.32 | 29.7K |
| Q4 2021 | share | Increase | +2.51% | 745 shares | -40K | $158.48 | 30.37K |
| Q3 2021 | share | Decrease | -12.88% | -4.38K shares | -440K | $162.73 | 29.63K |
| Q2 2021 | share | Increase | +1.23% | 414 shares | 175K | $153.74 | 34.01K |
| Q1 2021 | share | Increase | 0.00% | 33.59K shares | 5.11M | $149.59 | 33.59K |
| Q4 2020 | share | Increase | +38.88% | 6.07K shares | 1.25M | $123.98 | 21.69K |
| Q3 2020 | share | Increase | +84.41% | 7.15K shares | 707K | $93.08 | 15.62K |
| Q2 2020 | share | Increase | +12.76% | 959 shares | 121K | $90.07 | 8.47K |
| Q1 2020 | share | Increase | +7.50% | 524 shares | -298K | $85.3 | 7.51K |
| Q4 2019 | share | Increase | 0.00% | 6.98K shares | 974K | $131.22 | 6.98K |