CASSADY SCHILLER WEALTH MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$355,000
portfolio value
CASSADY SCHILLER 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 | Decrease | -1.34% | -46 shares | -33K | $104.5 | 3.39K |
| Q2 2022 | share | Increase | +2.77% | 93 shares | -69K | $112.61 | 3.44K |
| Q1 2022 | share | Increase | +10.70% | 324 shares | -22K | $136.32 | 3.35K |
| Q4 2021 | share | Increase | 0.00% | 3.02K shares | 479K | $158.48 | 3.02K |