BLUE ZONE WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
BLUE ZONE WEALTH ADVISORS, LLC portfolio value:
$3.24M
portfolio value
BLUE ZONE WEALTH 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 | -0.21% | -66 shares | -259K | $104.5 | 31.06K |
| Q2 2022 | share | 0.00% | 0 shares | -738K | $112.61 | 31.13K | |
| Q1 2022 | share | Decrease | -7.55% | -2.54K shares | -1.08M | $136.32 | 31.13K |
| Q4 2021 | share | Increase | +0.94% | 315 shares | -128K | $158.48 | 33.67K |
| Q3 2021 | share | Decrease | -0.71% | -237 shares | 235K | $162.73 | 33.36K |
| Q2 2021 | share | Decrease | -0.04% | -14 shares | 109K | $153.74 | 33.59K |
| Q1 2021 | share | Decrease | -1.69% | -578 shares | 772K | $149.59 | 33.61K |
| Q4 2020 | share | Increase | +1.39% | 470 shares | 1.09M | $123.98 | 34.19K |
| Q3 2020 | share | Decrease | -15.34% | -6.11K shares | -501K | $93.08 | 33.72K |
| Q2 2020 | share | Increase | +877.98% | 35.76K shares | 3.38M | $90.07 | 39.83K |
| Q1 2020 | share | Increase | +5.35% | 207 shares | -172K | $85.3 | 4.07K |
| Q4 2019 | share | Increase | 0.00% | 3.86K shares | 539K | $131.22 | 3.86K |