VISTA WEALTH MANAGEMENT GROUP, LLC – JPMorgan Chase & Co. Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$340,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, 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 | +8.97% | 229 shares | 54K | $104.5 | 2.78K |
| Q2 2022 | share | Decrease | -12.90% | -378 shares | -113K | $112.61 | 2.55K |
| Q1 2022 | share | Decrease | -11.00% | -362 shares | -122K | $136.32 | 2.93K |
| Q4 2021 | share | Decrease | -13.57% | -517 shares | -103K | $158.48 | 3.29K |
| Q3 2021 | share | Decrease | -1.42% | -55 shares | 23K | $162.73 | 3.80K |
| Q2 2021 | share | Increase | +24.81% | 768 shares | 130K | $153.74 | 3.86K |
| Q1 2021 | share | Increase | +84.73% | 1.42K shares | 258K | $149.59 | 3.09K |
| Q4 2020 | share | Decrease | -19.42% | -404 shares | 13K | $123.98 | 1.67K |
| Q3 2020 | share | Increase | 0.00% | 2.08K shares | 200K | $93.08 | 2.08K |
| Q2 2020 | share | Decrease | -100.00% | -2.37K shares | -214K | $90.07 | 0 |
| Q1 2020 | share | Increase | +26.13% | 492 shares | -48K | $85.3 | 2.37K |
| Q4 2019 | share | Increase | 0.00% | 1.88K shares | 262K | $131.22 | 1.88K |