Integrated Wealth Concepts LLC J P Morgan Exchange Traded Fd Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,220 shares of JCPB stock, worth $428,730. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,220
Previous 197,592 95.33%
Holding current value
$428,730
Previous $9.53 Million 95.55%
% of portfolio
0.01%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$46.07 - $48.17 $8.68 Million - $9.07 Million
-188,372 Reduced 95.33%
9,220 $424,000
Q3 2024

Nov 14, 2024
SELL
$45.87 - $48.53 $384,115 - $406,390
-8,374 Reduced 4.07%
197,592 $9.53 Million
Q2 2024

Aug 14, 2024
SELL
$45.27 - $46.67 $1.84 Million - $1.9 Million
-40,743 Reduced 16.51%
205,966 $9.54 Million
Q1 2024

May 15, 2024
SELL
$46.0 - $47.18 $148,074 - $151,872
-3,219 Reduced 1.29%
246,709 $11.5 Million
Q4 2023

Feb 13, 2024
BUY
$43.49 - $47.47 $10.9 Million - $11.9 Million
249,928 New
249,928 $11.8 Million
Q2 2023

Aug 15, 2023
SELL
$46.41 - $47.75 $6,543 - $6,732
-141 Reduced 3.11%
4,394 $204,000
Q1 2023

May 03, 2023
BUY
$45.84 - $47.89 $207,884 - $217,181
4,535 New
4,535 $215,000
Q2 2022

Aug 08, 2022
SELL
$47.05 - $50.89 $16,232 - $17,557
-345 Reduced 7.54%
4,230 $203,000
Q1 2022

May 12, 2022
BUY
$50.64 - $53.99 $231,678 - $247,004
4,575 New
4,575 $234,000

Others Institutions Holding JCPB

# of Institutions
333
Shares Held
90.4M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email