LEGACY WEALTH PLANNING, LLC – JPMorgan Chase & Co. Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$232,000
portfolio value
LEGACY WEALTH PLANNING, 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 | -57.89% | -3.05K shares | -373K | $104.5 | 2.22K |
| Q2 2022 | share | Decrease | -0.42% | -22 shares | -117K | $112.61 | 5.27K |
| Q1 2022 | share | Decrease | -4.75% | -264 shares | -158K | $136.32 | 5.29K |
| Q4 2021 | share | Decrease | -2.30% | -131 shares | -51K | $158.48 | 5.55K |
| Q3 2021 | share | 0.00% | 0 shares | 46K | $162.73 | 5.68K | |
| Q2 2021 | share | Increase | +2.36% | 131 shares | 39K | $153.74 | 5.68K |
| Q1 2021 | share | Decrease | -0.16% | -9 shares | 139K | $149.59 | 5.55K |
| Q4 2020 | share | 0.00% | 0 shares | 171K | $123.98 | 5.56K | |
| Q3 2020 | share | Increase | +6.50% | 340 shares | 44K | $93.08 | 5.56K |
| Q2 2020 | share | Decrease | -4.79% | -263 shares | -2K | $90.07 | 5.22K |
| Q1 2020 | share | Increase | +2.04% | 110 shares | -256K | $85.3 | 5.49K |
| Q4 2019 | share | Increase | 0.00% | 5.38K shares | 750K | $131.22 | 5.38K |