KEUDELL/MORRISON WEALTH MANAGEMENT – JPMorgan Chase & Co. Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$1.40M
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | +7.53% | 941 shares | -3K | $104.5 | 13.43K |
Q2 2022 | share | Increase | +2.62% | 319 shares | -252K | $112.61 | 12.49K |
Q1 2022 | share | Increase | +5.21% | 603 shares | -173K | $136.32 | 12.17K |
Q4 2021 | share | Decrease | -5.57% | -683 shares | -174K | $158.48 | 11.57K |
Q3 2021 | share | Increase | +2.25% | 270 shares | 142K | $162.73 | 12.25K |
Q2 2021 | share | Increase | +0.98% | 116 shares | 58K | $153.74 | 11.98K |
Q1 2021 | share | Decrease | -9.87% | -1.29K shares | 133K | $149.59 | 11.86K |
Q4 2020 | share | Increase | +5.95% | 739 shares | 477K | $123.98 | 13.16K |
Q3 2020 | share | Increase | +8.25% | 947 shares | 116K | $93.08 | 12.42K |
Q2 2020 | share | Increase | +11.09% | 1.14K shares | 150K | $90.07 | 11.48K |
Q1 2020 | share | Increase | +2.36% | 238 shares | -477K | $85.3 | 10.33K |
Q4 2019 | share | Decrease | -0.53% | -54 shares | 212K | $131.22 | 10.09K |
Q3 2019 | share | Decrease | -2.31% | -240 shares | 73K | $109.9 | 10.15K |
Q2 2019 | share | Decrease | -0.14% | -15 shares | 69K | $103.67 | 10.39K |
Q1 2019 | share | Increase | 0.00% | 10.40K shares | 1.05M | $93.16 | 10.40K |