SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – JPMorgan Chase & Co. Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
$1.77M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 | +0.07% | 12 shares | -136K | $104.5 | 16.95K |
| Q2 2022 | share | Increase | +0.29% | 49 shares | -395K | $112.61 | 16.94K |
| Q1 2022 | share | Decrease | -0.04% | -6 shares | -373K | $136.32 | 16.89K |
| Q4 2021 | share | Increase | +10.25% | 1.57K shares | 166K | $158.48 | 16.90K |
| Q3 2021 | share | Increase | +3.53% | 523 shares | 207K | $162.73 | 15.33K |
| Q2 2021 | share | Increase | +3.50% | 501 shares | 125K | $153.74 | 14.80K |
| Q1 2021 | share | Increase | +2.93% | 407 shares | 412K | $149.59 | 14.30K |
| Q4 2020 | share | Increase | +6.09% | 798 shares | 505K | $123.98 | 13.9K |
| Q3 2020 | share | Decrease | -1.24% | -164 shares | -34K | $93.08 | 13.10K |
| Q2 2020 | share | Increase | +12.66% | 1.49K shares | 235K | $90.07 | 13.26K |
| Q1 2020 | share | Decrease | -38.04% | -7.23K shares | -1.58M | $85.3 | 11.77K |
| Q4 2019 | share | Increase | +1.20% | 225 shares | 439K | $131.22 | 19.00K |
| Q3 2019 | share | Increase | +6.83% | 1.2K shares | 245K | $109.9 | 18.78K |
| Q2 2019 | share | Decrease | -21.36% | -4.77K shares | -298K | $103.67 | 17.58K |
| Q1 2019 | share | Increase | +95.24% | 10.90K shares | 1.14M | $93.16 | 22.35K |
| Q4 2018 | share | Increase | 0.00% | 11.45K shares | 1.11M | $89.1 | 11.45K |