INTEGRATED WEALTH CONCEPTS LLC – JPMorgan Chase & Co. Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$7.44M
portfolio value
INTEGRATED WEALTH CONCEPTS 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 | -0.18% | -130 shares | -592K | $104.5 | 71.24K |
| Q2 2022 | share | Decrease | -2.08% | -1.51K shares | -1.89M | $112.61 | 71.37K |
| Q1 2022 | share | Increase | +10.55% | 6.95K shares | -504K | $136.32 | 72.88K |
| Q4 2021 | share | Increase | +6.32% | 3.92K shares | 289K | $158.48 | 65.93K |
| Q3 2021 | share | Increase | +30.48% | 14.48K shares | 2.75M | $162.73 | 62.01K |
| Q2 2021 | share | Increase | +11.06% | 4.73K shares | 878K | $153.74 | 47.52K |
| Q1 2021 | share | Increase | +7.47% | 2.97K shares | 1.45M | $149.59 | 42.79K |
| Q4 2020 | share | Increase | +9.61% | 3.49K shares | 1.56M | $123.98 | 39.82K |
| Q3 2020 | share | Increase | +9.93% | 3.28K shares | 389K | $93.08 | 36.32K |
| Q2 2020 | share | Increase | +8.60% | 2.61K shares | 368K | $90.07 | 33.04K |
| Q1 2020 | share | Increase | +38.98% | 8.53K shares | -312K | $85.3 | 30.43K |
| Q4 2019 | share | Increase | +47.62% | 7.06K shares | 1.30M | $131.22 | 21.89K |
| Q3 2019 | share | Increase | +0.15% | 22 shares | 202K | $109.9 | 14.83K |
| Q2 2019 | share | Increase | +36.95% | 3.99K shares | 449K | $103.67 | 14.81K |
| Q1 2019 | share | Increase | +14.31% | 1.35K shares | 172K | $93.16 | 10.81K |
| Q4 2018 | share | Increase | +13.31% | 1.11K shares | -25K | $89.1 | 9.46K |
| Q3 2018 | share | Decrease | -1.27% | -107 shares | 59K | $102.28 | 8.34K |
| Q2 2018 | share | Increase | +2.16% | 179 shares | -4K | $93.95 | 8.45K |
| Q1 2018 | share | Increase | +3.89% | 310 shares | 29K | $98.65 | 8.27K |
| Q4 2017 | share | Increase | 0.00% | 7.96K shares | 864K | $95.45 | 7.96K |