INTEGRATED WEALTH CONCEPTS LLC – JPMorgan Municipal ETF Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$4.82M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-2.99%
quarter
JPMorgan Municipal ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.36% | -2.40K shares | -269K | $48.42 | 99.65K |
| Q2 2022 | share | Increase | +9.20% | 8.59K shares | 286K | $49.91 | 102.06K |
| Q1 2022 | share | Increase | +45.50% | 29.23K shares | 1.28M | $51.44 | 93.46K |
| Q4 2021 | share | Decrease | -1.91% | -1.24K shares | -77K | $54.86 | 64.23K |
| Q3 2021 | share | Decrease | -5.77% | -4.01K shares | -240K | $54.77 | 65.48K |
| Q2 2021 | share | Increase | +7.23% | 4.68K shares | 308K | $54.84 | 69.49K |
| Q1 2021 | share | Decrease | -1.45% | -952 shares | -88K | $53.9 | 64.81K |
| Q4 2020 | share | Increase | 0.00% | 65.76K shares | 3.62M | $54.27 | 65.76K |