INTERCONTINENTAL WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
INTERCONTINENTAL WEALTH ADVISORS, LLC portfolio value:
$2.04M
portfolio value
INTERCONTINENTAL 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 | +1.49% | 287 shares | -127K | $104.5 | 19.58K |
| Q2 2022 | share | Decrease | -6.06% | -1.24K shares | -627K | $112.61 | 19.30K |
| Q1 2022 | share | Increase | +13.31% | 2.41K shares | -70K | $136.32 | 20.54K |
| Q4 2021 | share | Increase | +2.87% | 506 shares | -14K | $158.48 | 18.13K |
| Q3 2021 | share | Decrease | -6.28% | -1.18K shares | -40K | $162.73 | 17.62K |
| Q2 2021 | share | Increase | +3.27% | 596 shares | 153K | $153.74 | 18.80K |
| Q1 2021 | share | Decrease | -12.14% | -2.51K shares | 138K | $149.59 | 18.21K |
| Q4 2020 | share | Decrease | -12.67% | -3.00K shares | 349K | $123.98 | 20.72K |
| Q3 2020 | share | Increase | +14.62% | 3.02K shares | 337K | $93.08 | 23.73K |
| Q2 2020 | share | Increase | +24.34% | 4.05K shares | 449K | $90.07 | 20.70K |
| Q1 2020 | share | Increase | 0.00% | 16.65K shares | 1.49M | $85.3 | 16.65K |
| Q3 2019 | share | Decrease | -100.00% | -5.74K shares | -643K | $109.9 | 0 |
| Q2 2019 | share | Increase | +0.17% | 10 shares | 62K | $103.67 | 5.74K |
| Q1 2019 | share | 0.00% | 0 shares | 21K | $93.16 | 5.73K | |
| Q4 2018 | share | Increase | +21.42% | 1.01K shares | 27K | $89.1 | 5.73K |
| Q3 2018 | share | Increase | +53.21% | 1.64K shares | 212K | $102.28 | 4.72K |
| Q2 2018 | share | Increase | +0.10% | 3 shares | -18K | $93.95 | 3.08K |
| Q1 2018 | share | Increase | +2.02% | 61 shares | 16K | $98.65 | 3.08K |
| Q4 2017 | share | Increase | +1.34% | 40 shares | 38K | $95.45 | 3.02K |
| Q3 2017 | share | Decrease | -0.23% | -7 shares | 12K | $84.75 | 2.98K |
| Q2 2017 | share | Decrease | -24.95% | -993 shares | -77K | $80.67 | 2.98K |
| Q1 2017 | share | Decrease | -0.38% | -15 shares | 5K | $77.09 | 3.98K |
| Q4 2016 | share | Increase | +4.31% | 165 shares | 90K | $75.31 | 3.99K |
| Q3 2016 | share | Decrease | -0.60% | -23 shares | 16K | $57.7 | 3.83K |
| Q2 2016 | share | Decrease | -0.34% | -13 shares | 10K | $53.43 | 3.85K |
| Q1 2016 | share | Decrease | -1.78% | -70 shares | -31K | $50.54 | 3.86K |