INTEGRATED WEALTH CONCEPTS LLC – JPMorgan U.S. Value Factor ETF Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$4.91M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-7.26%
quarter
JPMorgan U.S. Value Factor ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +14.33% | 20.67K shares | 279K | $29.78 | 165.01K |
Q2 2022 | share | Increase | +16.62% | 20.56K shares | 59K | $32.11 | 144.33K |
Q1 2022 | share | Increase | 0.00% | 123.77K shares | 4.57M | $36.97 | 123.77K |