SOURCE FINANCIAL ADVISORS LLC – JPMorgan Chase & Co. Transaction History
SOURCE FINANCIAL ADVISORS LLC portfolio value:
$3.95M
portfolio value
SOURCE FINANCIAL 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 | Decrease | -0.37% | -139 shares | -323K | $104.5 | 37.83K |
| Q2 2022 | share | Increase | +0.51% | 192 shares | -873K | $112.61 | 37.97K |
| Q1 2022 | share | Increase | +6.36% | 2.26K shares | -475K | $136.32 | 37.78K |
| Q4 2021 | share | Decrease | -3.47% | -1.27K shares | -398K | $158.48 | 35.52K |
| Q3 2021 | share | Decrease | -14.86% | -6.42K shares | -699K | $162.73 | 36.79K |
| Q2 2021 | share | Decrease | -0.12% | -51 shares | 135K | $153.74 | 43.21K |
| Q1 2021 | share | Decrease | -7.40% | -3.45K shares | 649K | $149.59 | 43.26K |
| Q4 2020 | share | Increase | 0.00% | 46.72K shares | 5.93M | $123.98 | 46.72K |