LEVY WEALTH MANAGEMENT GROUP, LLC – JPMorgan Chase & Co. Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$324,000
portfolio value
LEVY WEALTH MANAGEMENT GROUP, 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 | +7.52% | 217 shares | -1K | $104.5 | 3.10K |
| Q2 2022 | share | Increase | +0.38% | 11 shares | -67K | $112.61 | 2.88K |
| Q1 2022 | share | Increase | +0.49% | 14 shares | -61K | $136.32 | 2.87K |
| Q4 2021 | share | Increase | +0.49% | 14 shares | -13K | $158.48 | 2.86K |
| Q3 2021 | share | Increase | +0.53% | 15 shares | 25K | $162.73 | 2.84K |
| Q2 2021 | share | Increase | 0.00% | 2.83K shares | 441K | $153.74 | 2.83K |