CURI WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$13.68M
portfolio value
CURI WEALTH MANAGEMENT, 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 | +14.52% | 16.60K shares | 808K | $104.5 | 130.97K |
| Q2 2022 | share | Increase | +1.79% | 2.01K shares | -2.43M | $112.61 | 114.36K |
| Q1 2022 | share | Decrease | -13.19% | -17.06K shares | -5.17M | $136.32 | 112.35K |
| Q4 2021 | share | Increase | +6884.40% | 127.56K shares | 20.19M | $158.48 | 129.42K |
| Q3 2021 | share | Increase | +0.93% | 17 shares | 18K | $162.73 | 1.85K |
| Q2 2021 | share | Increase | +0.05% | 1 shares | 6K | $153.74 | 1.83K |
| Q1 2021 | share | Increase | +19.86% | 304 shares | 85K | $149.59 | 1.83K |
| Q4 2020 | share | Increase | 0.00% | 1.53K shares | 194K | $123.98 | 1.53K |