CENTER FOR FINANCIAL PLANNING, INC. – JPMorgan Chase & Co. Transaction History
CENTER FOR FINANCIAL PLANNING, INC. portfolio value:
$1.78M
portfolio value
CENTER FOR FINANCIAL PLANNING, INC. 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 | +0.54% | 92 shares | -128K | $104.5 | 17.03K |
| Q2 2022 | share | Increase | +0.25% | 43 shares | -396K | $112.61 | 16.94K |
| Q1 2022 | share | Decrease | -3.14% | -548 shares | -459K | $136.32 | 16.90K |
| Q4 2021 | share | Increase | +0.93% | 161 shares | -67K | $158.48 | 17.45K |
| Q3 2021 | share | Increase | +1.68% | 285 shares | 185K | $162.73 | 17.28K |
| Q2 2021 | share | Decrease | -0.28% | -47 shares | 49K | $153.74 | 17.00K |
| Q1 2021 | share | Decrease | -2.19% | -381 shares | 381K | $149.59 | 17.05K |
| Q4 2020 | share | Increase | +2.17% | 370 shares | 572K | $123.98 | 17.43K |
| Q3 2020 | share | Increase | +1.60% | 269 shares | 63K | $93.08 | 17.06K |
| Q2 2020 | share | Increase | +4.72% | 757 shares | 136K | $90.07 | 16.79K |
| Q1 2020 | share | Decrease | -4.41% | -740 shares | -895K | $85.3 | 16.03K |
| Q4 2019 | share | Increase | 0.00% | 16.77K shares | 2.33M | $131.22 | 16.77K |