Integrated Wealth Concepts LLC Jp Morgan Exchange Traded Fd T Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Jp Morgan Exchange Traded Fd T stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,013 shares of JCPI stock, worth $437,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,013
Previous 8,210 9.78%
Holding current value
$437,040
Previous $395,000 9.87%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$47.03 - $48.37 $37,765 - $38,841
803 Added 9.78%
9,013 $434,000
Q1 2025

May 15, 2025
BUY
$46.46 - $48.13 $381,436 - $395,147
8,210 New
8,210 $395,000
Q3 2024

Nov 14, 2024
BUY
$46.51 - $48.2 $199,574 - $206,826
4,291 New
4,291 $206,000

Others Institutions Holding JCPI

# of Institutions
44
Shares Held
12.8M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN EXCHANGE-TRADED FD T

JCPI Quotes by TradingView
  • Ticker JCPI
  • Sector ETFs
  • Industry ETFs
More about JCPI
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