FINANCIAL PLANNING & INFORMATION SERVICES, INC. – JPMorgan Chase & Co. Transaction History
FINANCIAL PLANNING & INFORMATION SERVICES, INC. portfolio value:
$1.86M
portfolio value
FINANCIAL PLANNING & INFORMATION SERVICES, INC. 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 | +2.88% | 500 shares | -89K | $104.5 | 17.87K |
| Q2 2022 | share | 0.00% | 0 shares | -412K | $112.61 | 17.37K | |
| Q1 2022 | share | Decrease | -2.12% | -377 shares | -442K | $136.32 | 17.37K |
| Q4 2021 | share | Decrease | -0.79% | -142 shares | -118K | $158.48 | 17.75K |
| Q3 2021 | share | Increase | +1.20% | 213 shares | 179K | $162.73 | 17.89K |
| Q2 2021 | share | Decrease | -0.62% | -111 shares | 42K | $153.74 | 17.68K |
| Q1 2021 | share | Increase | +0.63% | 111 shares | 461K | $149.59 | 17.79K |
| Q4 2020 | share | 0.00% | 0 shares | 545K | $123.98 | 17.68K | |
| Q3 2020 | share | Increase | +2.31% | 400 shares | 77K | $93.08 | 17.68K |
| Q2 2020 | share | 0.00% | 0 shares | 69K | $90.07 | 17.28K | |
| Q1 2020 | share | 0.00% | 0 shares | -853K | $85.3 | 17.28K | |
| Q4 2019 | share | Increase | +0.96% | 164 shares | 395K | $131.22 | 17.28K |
| Q3 2019 | share | Increase | +0.78% | 133 shares | 115K | $109.9 | 17.11K |
| Q2 2019 | share | 0.00% | 0 shares | 180K | $103.67 | 16.98K | |
| Q1 2019 | share | Decrease | -2.95% | -517 shares | 11K | $93.16 | 16.98K |
| Q4 2018 | share | 0.00% | 0 shares | -267K | $89.1 | 17.50K | |
| Q3 2018 | share | Increase | +9.52% | 1.52K shares | 310K | $102.28 | 17.50K |
| Q2 2018 | share | 0.00% | 0 shares | -92K | $93.95 | 15.98K | |
| Q1 2018 | share | 0.00% | 0 shares | 48K | $98.65 | 15.98K | |
| Q4 2017 | share | 0.00% | 0 shares | 183K | $95.45 | 15.98K | |
| Q3 2017 | share | 0.00% | 0 shares | 65K | $84.75 | 15.98K | |
| Q2 2017 | share | 0.00% | 0 shares | 57K | $80.67 | 15.98K | |
| Q1 2017 | share | Decrease | -0.47% | -75 shares | 19K | $77.09 | 15.98K |
| Q4 2016 | share | 0.00% | 0 shares | 316K | $75.31 | 16.05K | |
| Q3 2016 | share | 0.00% | 0 shares | 71K | $57.7 | 16.05K | |
| Q2 2016 | share | 0.00% | 0 shares | 47K | $53.43 | 16.05K | |
| Q1 2016 | share | Decrease | -0.43% | -69 shares | -114K | $50.54 | 16.05K |