MONTZ HARCUS WEALTH MANAGEMENT LLC – JPMorgan Chase & Co. Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$769,000
portfolio value
MONTZ HARCUS 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 | +5.03% | 352 shares | -20K | $104.5 | 7.35K |
| Q2 2022 | share | Increase | +11.49% | 722 shares | -67K | $112.61 | 7.00K |
| Q1 2022 | share | Increase | +0.66% | 41 shares | -132K | $136.32 | 6.28K |
| Q4 2021 | share | Increase | 0.00% | 6.24K shares | 988K | $158.48 | 6.24K |