WILLIAMS JONES WEALTH MANAGEMENT, LLC. – JPMorgan Chase & Co. Transaction History
WILLIAMS JONES WEALTH MANAGEMENT, LLC. portfolio value:
$64.24M
portfolio value
WILLIAMS JONES 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 | +0.11% | 662 shares | -4.91M | $104.5 | 614.73K |
| Q2 2022 | share | Increase | +0.27% | 1.62K shares | -14.33M | $112.61 | 614.07K |
| Q1 2022 | share | Decrease | -0.25% | -1.52K shares | -13.73M | $136.32 | 612.44K |
| Q4 2021 | share | Increase | +3.56% | 21.10K shares | 175K | $158.48 | 613.96K |
| Q3 2021 | share | Decrease | -0.08% | -465 shares | 4.76M | $162.73 | 592.86K |
| Q2 2021 | share | Increase | +1.48% | 8.64K shares | 3.28M | $153.74 | 593.32K |
| Q1 2021 | share | Increase | +1.10% | 6.35K shares | 15.51M | $149.59 | 584.68K |
| Q4 2020 | share | Increase | +1.97% | 11.15K shares | 18.88M | $123.98 | 578.32K |
| Q3 2020 | share | Decrease | -0.53% | -3.05K shares | 966K | $93.08 | 567.16K |
| Q2 2020 | share | Increase | +4.14% | 22.68K shares | 4.34M | $90.07 | 570.21K |
| Q1 2020 | share | Decrease | -2.05% | -11.47K shares | -28.63M | $85.3 | 547.53K |
| Q4 2019 | share | Increase | +4.15% | 22.29K shares | 14.76M | $131.22 | 559.00K |
| Q3 2019 | share | Increase | 0.00% | 536.71K shares | 63.16M | $109.9 | 536.71K |