Integrated Wealth Concepts LLC Jp Morgan Diversified Return Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 27,888 shares of JPEM stock, worth $1.49 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

27,888

Previous 26,827 3.95%

Holding current value

$1.49 Million

Previous $1.52 Million 4.81%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$51.88 - $57.84 $55,044 - $61,368	1,061 Added 3.95%	27,888 $1.45 Million
Q3 2024 Nov 14, 2024	BUY	$52.23 - $56.96 $31,442 - $34,289	602 Added 2.3%	26,827 $1.52 Million
Q2 2024 Aug 14, 2024	BUY	$53.03 - $56.92 $282,915 - $303,668	5,335 Added 25.54%	26,225 $1.42 Million
Q1 2024 May 15, 2024	BUY	$51.04 - $54.18 $2,909 - $3,088	57 Added 0.27%	20,890 $1.12 Million
Q4 2023 Feb 13, 2024	BUY	$47.68 - $52.39 $29,800 - $32,743	625 Added 3.09%	20,833 $1.09 Million
Q3 2023 Nov 15, 2023	BUY	$50.11 - $53.14 $246,791 - $261,714	4,925 Added 32.23%	20,208 $1.02 Million
Q2 2023 Aug 15, 2023	BUY	$49.67 - $52.49 $759,106 - $802,204	15,283 New	15,283 $771,000

Others Institutions Holding JPEM

# of Institutions

135

Shares Held

5.46M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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Integrated Wealth Concepts LLC Jp Morgan Diversified Return Transaction History