CONCORD WEALTH PARTNERS – JPMorgan Chase & Co. Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$1.44M
portfolio value
CONCORD WEALTH PARTNERS 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 | +1.44% | 197 shares | -90K | $104.5 | 13.83K |
| Q2 2022 | share | Increase | +11.13% | 1.36K shares | -137K | $112.61 | 13.63K |
| Q1 2022 | share | Increase | +6.75% | 776 shares | -147K | $136.32 | 12.27K |
| Q4 2021 | share | Increase | +165.64% | 7.16K shares | 1.11M | $158.48 | 11.49K |
| Q3 2021 | share | Decrease | -55.16% | -5.32K shares | -793K | $162.73 | 4.32K |
| Q2 2021 | share | Increase | +10.31% | 902 shares | 169K | $153.74 | 9.65K |
| Q1 2021 | share | Increase | +103.35% | 4.44K shares | 785K | $149.59 | 8.75K |
| Q4 2020 | share | Increase | 0.00% | 4.30K shares | 547K | $123.98 | 4.30K |