CWS FINANCIAL ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
CWS FINANCIAL ADVISORS, LLC portfolio value:
$685,000
portfolio value
CWS FINANCIAL 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 | Decrease | -10.88% | -800 shares | -143K | $104.5 | 6.55K |
| Q2 2022 | share | Increase | +7.01% | 482 shares | -109K | $112.61 | 7.35K |
| Q1 2022 | share | Increase | +2.48% | 166 shares | -125K | $136.32 | 6.87K |
| Q4 2021 | share | Increase | +7.50% | 468 shares | 92K | $158.48 | 6.70K |
| Q2 2021 | share | Increase | +1.73% | 106 shares | 37K | $153.74 | 6.23K |
| Q1 2021 | share | Increase | +0.05% | 3 shares | 154K | $149.59 | 6.13K |
| Q4 2020 | share | Increase | +0.03% | 2 shares | 189K | $123.98 | 6.12K |
| Q3 2020 | share | Decrease | -0.03% | -2 shares | 14K | $93.08 | 6.12K |
| Q2 2020 | share | Increase | +23.35% | 1.16K shares | -117K | $90.07 | 6.12K |
| Q1 2020 | share | 0.00% | 0 shares | 0 | $85.3 | 4.96K | |
| Q4 2019 | share | Increase | 0.00% | 4.96K shares | 693K | $131.22 | 4.96K |