OCTAVIA WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$2.23M
portfolio value
OCTAVIA 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 | +2.64% | 548 shares | -111K | $104.5 | 21.33K |
| Q2 2022 | share | Increase | +5.57% | 1.09K shares | -343K | $112.61 | 20.78K |
| Q1 2022 | share | Increase | +5.04% | 945 shares | -284K | $136.32 | 19.69K |
| Q4 2021 | share | Increase | +6.78% | 1.19K shares | 92K | $158.48 | 18.74K |
| Q3 2021 | share | Decrease | -4.13% | -757 shares | 28K | $162.73 | 17.55K |
| Q2 2021 | share | Increase | +1.93% | 346 shares | 113K | $153.74 | 18.31K |
| Q1 2021 | share | Increase | +26.67% | 3.78K shares | 933K | $149.59 | 17.96K |
| Q4 2020 | share | Increase | 0.00% | 14.18K shares | 1.80M | $123.98 | 14.18K |