SOA WEALTH ADVISORS, LLC. – JPMorgan Chase & Co. Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$2.28M
portfolio value
SOA 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 | +0.37% | 81 shares | -169K | $104.5 | 21.87K |
| Q2 2022 | share | Decrease | -4.69% | -1.07K shares | -662K | $112.61 | 21.79K |
| Q1 2022 | share | Decrease | -0.91% | -210 shares | -540K | $136.32 | 22.86K |
| Q4 2021 | share | Decrease | -0.53% | -123 shares | -141K | $158.48 | 23.07K |
| Q3 2021 | share | Increase | +0.17% | 39 shares | 195K | $162.73 | 23.19K |
| Q2 2021 | share | Decrease | -1.63% | -383 shares | 19K | $153.74 | 23.15K |
| Q1 2021 | share | Decrease | -2.88% | -698 shares | 198K | $149.59 | 23.54K |
| Q4 2020 | share | Increase | 0.00% | 24.23K shares | 3.38M | $123.98 | 24.23K |