TRUEWEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$364,000
portfolio value
TRUEWEALTH 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 | +2.08% | 71 shares | -21K | $104.5 | 3.48K |
| Q2 2022 | share | Increase | +0.71% | 24 shares | -152K | $112.61 | 3.41K |
| Q1 2022 | share | Decrease | -6.72% | -228 shares | -148K | $136.32 | 3.16K |
| Q4 2021 | share | Increase | +10.93% | 334 shares | 37K | $158.48 | 3.39K |
| Q3 2021 | share | Decrease | -5.18% | -167 shares | -1K | $162.73 | 3.05K |
| Q2 2021 | share | Increase | +0.62% | 20 shares | 23K | $153.74 | 3.22K |
| Q1 2021 | share | Increase | +23.28% | 605 shares | 119K | $149.59 | 3.20K |
| Q4 2020 | share | Increase | 0.00% | 2.59K shares | 359K | $123.98 | 2.59K |