PBMARES WEALTH MANAGEMENT LLC – JPMorgan Chase & Co. Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$731,000
portfolio value
PBMARES 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 | +14.03% | 861 shares | 40K | $104.5 | 6.99K |
| Q2 2022 | share | Increase | +6.97% | 400 shares | -91K | $112.61 | 6.13K |
| Q1 2022 | share | Decrease | -5.36% | -325 shares | -178K | $136.32 | 5.73K |
| Q4 2021 | share | 0.00% | 0 shares | -32K | $158.48 | 6.06K | |
| Q3 2021 | share | 0.00% | 0 shares | 49K | $162.73 | 6.06K | |
| Q2 2021 | share | Decrease | -4.22% | -267 shares | -20K | $153.74 | 6.06K |
| Q1 2021 | share | Increase | +29.09% | 1.42K shares | 340K | $149.59 | 6.32K |
| Q4 2020 | share | Increase | +0.02% | 1 shares | 151K | $123.98 | 4.90K |
| Q3 2020 | share | Increase | +3.18% | 151 shares | 25K | $93.08 | 4.90K |
| Q2 2020 | share | 0.00% | 0 shares | 19K | $90.07 | 4.75K | |
| Q1 2020 | share | Decrease | -14.81% | -826 shares | -349K | $85.3 | 4.75K |
| Q4 2019 | share | Increase | 0.00% | 5.57K shares | 777K | $131.22 | 5.57K |