BORDEAUX WEALTH ADVISORS LLC – JPMorgan Chase & Co. Transaction History
BORDEAUX WEALTH ADVISORS LLC portfolio value:
$648,000
portfolio value
BORDEAUX 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 | +0.76% | 47 shares | -45K | $104.5 | 6.2K |
Q2 2022 | share | Decrease | -4.29% | -276 shares | -183K | $112.61 | 6.15K |
Q1 2022 | share | Increase | +14.23% | 801 shares | -15K | $136.32 | 6.42K |
Q4 2021 | share | Increase | +36.44% | 1.50K shares | 216K | $158.48 | 5.62K |
Q3 2021 | share | Increase | +12.46% | 457 shares | 104K | $162.73 | 4.12K |
Q2 2021 | share | Increase | +13.98% | 450 shares | 81K | $153.74 | 3.66K |
Q1 2021 | share | Decrease | -0.43% | -14 shares | 79K | $149.59 | 3.21K |
Q4 2020 | share | Increase | 0.00% | 3.23K shares | 411K | $123.98 | 3.23K |