GOALVEST ADVISORY LLC – JPMorgan Chase & Co. Transaction History
GOALVEST ADVISORY LLC portfolio value:
$137,000
portfolio value
GOALVEST ADVISORY 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 | -88.10% | -9.67K shares | -1.1M | $104.5 | 1.30K |
| Q2 2022 | share | Decrease | -4.07% | -466 shares | -324K | $112.61 | 10.98K |
| Q1 2022 | share | Increase | +14.10% | 1.41K shares | 0 | $136.32 | 11.45K |
| Q2 2021 | share | Increase | +27.41% | 2.15K shares | 362K | $153.74 | 10.03K |
| Q1 2021 | share | Decrease | -6.97% | -590 shares | 123K | $149.59 | 7.87K |
| Q4 2020 | share | Increase | 0.00% | 8.46K shares | 1.07M | $123.98 | 8.46K |