Integrated Wealth Concepts LLC Jp Morgan Diversified Return Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

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 30,542 shares of JPEM stock, worth $1.86 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,542
Previous 31,317 2.47%
Holding current value
$1.86 Million
Previous $1.77 Million 1.98%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$56.25 - $59.87 $43,593 - $46,399
-775 Reduced 2.47%
30,542 $1.8 Million
Q2 2025

Aug 14, 2025
BUY
$48.41 - $56.7 $78,569 - $92,024
1,623 Added 5.47%
31,317 $1.77 Million
Q1 2025

May 15, 2025
BUY
$50.81 - $54.04 $91,762 - $97,596
1,806 Added 6.48%
29,694 $1.57 Million
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
127
Shares Held
5.39M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
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More about JPEM
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