BEACON FINANCIAL ADVISORY LLC – JPMorgan Chase & Co. Transaction History
BEACON FINANCIAL ADVISORY LLC portfolio value:
$845,000
portfolio value
BEACON FINANCIAL ADVISORY 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 | Decrease | -4.71% | -400 shares | -111K | $104.5 | 8.08K |
| Q2 2022 | share | Decrease | -1.39% | -120 shares | -217K | $112.61 | 8.48K |
| Q1 2022 | share | Increase | +0.89% | 76 shares | -178K | $136.32 | 8.60K |
| Q4 2021 | share | Increase | +2.62% | 218 shares | -10K | $158.48 | 8.53K |
| Q3 2021 | share | Increase | +0.11% | 9 shares | 69K | $162.73 | 8.31K |
| Q2 2021 | share | Increase | +11.60% | 863 shares | 159K | $153.74 | 8.30K |
| Q1 2021 | share | Decrease | -22.73% | -2.18K shares | -90K | $149.59 | 7.44K |
| Q4 2020 | share | Increase | +18.46% | 1.50K shares | 441K | $123.98 | 9.63K |
| Q3 2020 | share | Increase | +121.04% | 4.45K shares | 437K | $93.08 | 8.13K |
| Q2 2020 | share | Increase | +23.55% | 701 shares | 77K | $90.07 | 3.67K |
| Q1 2020 | share | Decrease | -21.84% | -832 shares | -262K | $85.3 | 2.97K |
| Q4 2019 | share | Increase | 0.00% | 3.80K shares | 530K | $131.22 | 3.80K |