XCEL WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$7.75M
portfolio value
XCEL 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 | +13.68% | 8.92K shares | 403K | $104.5 | 74.21K |
| Q2 2022 | share | Increase | +2.10% | 1.34K shares | -1.36M | $112.61 | 65.28K |
| Q1 2022 | share | Increase | +12.94% | 7.32K shares | -249K | $136.32 | 63.93K |
| Q4 2021 | share | Increase | +0.27% | 155 shares | -277K | $158.48 | 56.61K |
| Q3 2021 | share | Increase | +1.30% | 722 shares | 573K | $162.73 | 56.45K |
| Q2 2021 | share | Decrease | -0.11% | -59 shares | 175K | $153.74 | 55.73K |
| Q1 2021 | share | Increase | +2.94% | 1.59K shares | 1.60M | $149.59 | 55.79K |
| Q4 2020 | share | Decrease | -1.60% | -884 shares | 1.58M | $123.98 | 54.19K |
| Q3 2020 | share | Increase | +8.57% | 4.35K shares | 531K | $93.08 | 55.08K |
| Q2 2020 | share | Increase | +8.29% | 3.88K shares | 554K | $90.07 | 50.73K |
| Q1 2020 | share | Decrease | -10.31% | -5.38K shares | -3.06M | $85.3 | 46.84K |
| Q4 2019 | share | Decrease | -0.10% | -52 shares | 1.12M | $131.22 | 52.23K |
| Q3 2019 | share | Decrease | -1.20% | -635 shares | 237K | $109.9 | 52.28K |
| Q2 2019 | share | Increase | +1.47% | 765 shares | 637K | $103.67 | 52.92K |
| Q1 2019 | share | Decrease | -4.69% | -2.56K shares | -63K | $93.16 | 52.15K |
| Q4 2018 | share | Increase | 0.00% | 54.72K shares | 5.34M | $89.1 | 54.72K |