J.P. Morgan Private Wealth Advisors LLC IVV Holdings History
J.P. Morgan Private Wealth Advisors LLC's iShares Core S&P 500 ETF Holding Summary
As of 2023-09-30, J.P. Morgan Private Wealth Advisors LLC held 1.29 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $554.27 Mil. This investment constitutes 1.58% of their stock portfolio, and J.P. Morgan Private Wealth Advisors LLC now holds 0.17% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then J.P. Morgan Private Wealth Advisors LLC has made 24 purchases of IVV, at an average price of $303.07, for a total of 1.96 Mil shares. In addition, there have been 6 sales at an average price of $408.19 for 664,918.00 shares. Based on historical transaction data and IVV's current price of $623.33, J.P. Morgan Private Wealth Advisors LLC's estimated gain on his IVV holdings is $483.26 Mil, reflecting a 81.54% gain to date.
J.P. Morgan Private Wealth Advisors LLC IVV ($623.33) Holding Chart
J.P. Morgan Private Wealth Advisors LLC IVV ($623.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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