ONE CHARLES PRIVATE WEALTH SERVICES, LLC – JPMorgan Chase & Co. Transaction History
ONE CHARLES PRIVATE WEALTH SERVICES, LLC portfolio value:
$1.17M
portfolio value
ONE CHARLES PRIVATE WEALTH SERVICES, 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 | +1.78% | 196 shares | -61K | $104.5 | 11.23K |
| Q2 2022 | share | Increase | +1.28% | 139 shares | -250K | $112.61 | 11.03K |
| Q1 2022 | share | Decrease | -0.10% | -11 shares | -242K | $136.32 | 10.89K |
| Q4 2021 | share | Decrease | -8.49% | -1.01K shares | -224K | $158.48 | 10.90K |
| Q3 2021 | share | Decrease | -2.23% | -272 shares | 55K | $162.73 | 11.92K |
| Q2 2021 | share | Increase | +160.74% | 7.51K shares | 1.18M | $153.74 | 12.19K |
| Q1 2021 | share | Increase | +14.58% | 595 shares | 193K | $149.59 | 4.67K |
| Q4 2020 | share | Increase | 0.00% | 4.08K shares | 519K | $123.98 | 4.08K |
| Q3 2020 | share | Decrease | -100.00% | -15.00K shares | -1.48M | $93.08 | 0 |
| Q2 2020 | share | Increase | +2.10% | 308 shares | 163K | $90.07 | 15.00K |
| Q1 2020 | share | Increase | +17.19% | 2.15K shares | -425K | $85.3 | 14.69K |
| Q4 2019 | share | Increase | 0.00% | 12.54K shares | 1.74M | $131.22 | 12.54K |