WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$3.51M
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 | +3.79% | 1.22K shares | -134K | $104.5 | 33.63K |
| Q2 2022 | share | Increase | +4.97% | 1.53K shares | -560K | $112.61 | 32.40K |
| Q1 2022 | share | Increase | +1.90% | 576 shares | -589K | $136.32 | 30.87K |
| Q4 2021 | share | Increase | +22.55% | 5.57K shares | 751K | $158.48 | 30.29K |
| Q3 2021 | share | Increase | +0.74% | 182 shares | 230K | $162.73 | 24.72K |
| Q2 2021 | share | Increase | +0.61% | 148 shares | 104K | $153.74 | 24.54K |
| Q1 2021 | share | Increase | +0.61% | 148 shares | 632K | $149.59 | 24.39K |
| Q4 2020 | share | Decrease | -0.20% | -49 shares | 742K | $123.98 | 24.24K |
| Q3 2020 | share | Increase | +6.70% | 1.52K shares | 197K | $93.08 | 24.29K |
| Q2 2020 | share | Increase | +3825.52% | 22.18K shares | 2.09M | $90.07 | 22.76K |
| Q1 2020 | share | Increase | +0.17% | 1 shares | -29K | $85.3 | 580 |
| Q4 2019 | share | Increase | 0.00% | 579 shares | 81K | $131.22 | 579 |