OPAL WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
OPAL WEALTH ADVISORS, LLC portfolio value:
$324,000
portfolio value
OPAL 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 | +12.50% | 345 shares | 13K | $104.5 | 3.10K |
| Q2 2022 | share | Increase | +6.36% | 165 shares | -43K | $112.61 | 2.76K |
| Q1 2022 | share | Increase | +5.15% | 127 shares | -37K | $136.32 | 2.59K |
| Q4 2021 | share | Increase | +39.44% | 698 shares | 101K | $158.48 | 2.46K |
| Q3 2021 | share | Decrease | -3.07% | -56 shares | 6K | $162.73 | 1.77K |
| Q2 2021 | share | Decrease | -12.34% | -257 shares | -33K | $153.74 | 1.82K |
| Q1 2021 | share | Increase | +6.01% | 118 shares | 67K | $149.59 | 2.08K |
| Q4 2020 | share | Increase | 0.00% | 1.96K shares | 250K | $123.98 | 1.96K |