ENCOMPASS WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$250,000
portfolio value
ENCOMPASS 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 | +7.89% | 175 shares | 0 | $104.5 | 2.39K |
| Q2 2022 | share | Decrease | -13.83% | -356 shares | -101K | $112.61 | 2.21K |
| Q1 2022 | share | Increase | +3.71% | 92 shares | -42K | $136.32 | 2.57K |
| Q4 2021 | share | Increase | +0.08% | 2 shares | -13K | $158.48 | 2.48K |
| Q3 2021 | share | Increase | +0.04% | 1 shares | 21K | $162.73 | 2.48K |
| Q2 2021 | share | 0.00% | 0 shares | 0 | $153.74 | 2.48K | |
| Q1 2021 | share | Decrease | -6.27% | -166 shares | 49K | $149.59 | 2.48K |
| Q4 2020 | share | Increase | 0.00% | 2.64K shares | 336K | $123.98 | 2.64K |