SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC – JPMorgan Chase & Co. Transaction History
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio value:
$361,000
portfolio value
SMALLWOOD WEALTH INVESTMENT 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 | +21.34% | 607 shares | 41K | $104.5 | 3.45K |
| Q2 2022 | share | Increase | 0.00% | 2.84K shares | 320K | $112.61 | 2.84K |