IVC WEALTH ADVISORS LLC – JPMorgan Chase & Co. Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$381,000
portfolio value
IVC 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 | Decrease | -0.30% | -11 shares | -30K | $104.5 | 3.64K |
| Q2 2022 | share | Increase | +5.58% | 193 shares | -61K | $112.61 | 3.65K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $136.32 | 2.89K | |
| Q4 2021 | share | Increase | +0.66% | 19 shares | -12K | $158.48 | 2.89K |
| Q3 2021 | share | Increase | +0.03% | 1 shares | 23K | $162.73 | 2.87K |
| Q2 2021 | share | Increase | +0.45% | 13 shares | 12K | $153.74 | 2.87K |
| Q1 2021 | share | Increase | +1.93% | 54 shares | 79K | $149.59 | 2.85K |
| Q4 2020 | share | Increase | 0.00% | 2.80K shares | 356K | $123.98 | 2.80K |