SAX WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$462,000
portfolio value
SAX 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 | Decrease | -0.50% | -22 shares | -38K | $104.5 | 4.41K |
| Q2 2022 | share | Decrease | -0.98% | -44 shares | -111K | $112.61 | 4.44K |
| Q1 2022 | share | Increase | +0.04% | 2 shares | -112K | $136.32 | 5.08K |
| Q4 2021 | share | Increase | +2.92% | 144 shares | -3K | $158.48 | 5.08K |
| Q3 2021 | share | Decrease | -0.72% | -36 shares | 34K | $162.73 | 4.93K |
| Q2 2021 | share | Increase | +1.22% | 60 shares | 26K | $153.74 | 4.97K |
| Q1 2021 | share | Increase | +2.20% | 106 shares | 137K | $149.59 | 4.91K |
| Q4 2020 | share | Increase | 0.00% | 4.80K shares | 611K | $123.98 | 4.80K |