CLEARVIEW WEALTH ADVISORS LLC – JPMorgan Chase & Co. Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$850,000
portfolio value
CLEARVIEW 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 | +1.43% | 115 shares | -53K | $104.5 | 8.13K |
| Q2 2022 | share | Increase | +1.25% | 99 shares | -177K | $112.61 | 8.02K |
| Q1 2022 | share | Decrease | -3.91% | -322 shares | -225K | $136.32 | 7.92K |
| Q4 2021 | share | Increase | +5.18% | 406 shares | 22K | $158.48 | 8.24K |
| Q3 2021 | share | Increase | +2.55% | 195 shares | 94K | $162.73 | 7.83K |
| Q2 2021 | share | Increase | +4.94% | 360 shares | 80K | $153.74 | 7.64K |
| Q1 2021 | share | Increase | +13.20% | 849 shares | 292K | $149.59 | 7.28K |
| Q4 2020 | share | Increase | 0.00% | 6.43K shares | 817K | $123.98 | 6.43K |