REGENT PEAK WEALTH ADVISORS LLC – JPMorgan Chase & Co. Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$638,000
portfolio value
REGENT PEAK 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 | Increase | +3.70% | 218 shares | -25K | $104.5 | 6.11K |
| Q2 2022 | share | Increase | +2.51% | 144 shares | -121K | $112.61 | 5.89K |
| Q1 2022 | share | Decrease | -9.48% | -602 shares | -222K | $136.32 | 5.74K |
| Q4 2021 | share | Increase | +2.25% | 140 shares | -11K | $158.48 | 6.35K |
| Q3 2021 | share | Increase | +0.89% | 55 shares | 83K | $162.73 | 6.21K |
| Q2 2021 | share | Increase | +8.76% | 496 shares | 73K | $153.74 | 6.15K |
| Q1 2021 | share | Decrease | -64.15% | -10.12K shares | -1.14M | $149.59 | 5.65K |
| Q4 2020 | share | Increase | +265.86% | 11.47K shares | 1.59M | $123.98 | 15.78K |
| Q3 2020 | share | Decrease | -8.31% | -391 shares | -28K | $93.08 | 4.31K |
| Q2 2020 | share | Decrease | -5.92% | -296 shares | -7K | $90.07 | 4.70K |
| Q1 2020 | share | Decrease | -19.90% | -1.24K shares | -420K | $85.3 | 5.00K |
| Q4 2019 | share | Increase | 0.00% | 6.24K shares | 870K | $131.22 | 6.24K |