A detailed history of Integrated Wealth Concepts LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 146,470 shares of JPM stock, worth $36.6 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
146,470
Previous 144,281 1.52%
Holding current value
$36.6 Million
Previous $29.2 Million 5.79%
% of portfolio
0.39%
Previous 0.42%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$194.9 - $224.8 $426,636 - $492,087
2,189 Added 1.52%
146,470 $30.9 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $816,662 - $928,722
4,535 Added 3.25%
144,281 $29.2 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $1.27 Million - $1.52 Million
7,601 Added 5.75%
139,746 $28 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $2.91 Million - $3.66 Million
21,472 Added 19.4%
132,145 $22.5 Million
Q3 2023

Nov 15, 2023

BUY
$143.21 - $158.0 $138,197 - $152,470
965 Added 0.88%
110,673 $16 Million
Q2 2023

Aug 15, 2023

BUY
$127.47 - $145.44 $1.14 Million - $1.3 Million
8,918 Added 8.85%
109,708 $16 Million
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $4.13 Million - $4.76 Million
33,091 Added 48.88%
100,790 $13.1 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $361,244 - $488,367
-3,543 Reduced 4.97%
67,699 $9.08 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $2,694 - $15,675
-130 Reduced 0.18%
71,242 $7.45 Million
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $170,716 - $206,039
-1,516 Reduced 2.08%
71,372 $8.04 Million
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $892,454 - $1.17 Million
6,956 Added 10.55%
72,888 $9.94 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $603,444 - $673,377
3,920 Added 6.32%
65,932 $10.4 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $2.13 Million - $2.42 Million
14,487 Added 30.48%
62,012 $10.2 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $697,207 - $787,427
4,731 Added 11.06%
47,525 $7.39 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $373,683 - $468,851
2,974 Added 7.47%
42,794 $6.51 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $337,117 - $443,728
3,492 Added 9.61%
39,820 $5.06 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $299,580 - $340,737
3,282 Added 9.93%
36,328 $3.5 Million
Q2 2020

Jul 30, 2020

BUY
$84.03 - $113.45 $219,822 - $296,785
2,616 Added 8.6%
33,046 $3.11 Million
Q1 2020

May 18, 2020

BUY
$79.03 - $141.09 $674,521 - $1.2 Million
8,535 Added 38.98%
30,430 $2.74 Million
Q4 2019

Feb 20, 2020

BUY
$111.82 - $139.4 $789,784 - $984,582
7,063 Added 47.62%
21,895 $3.05 Million
Q3 2019

Nov 15, 2019

BUY
$104.8 - $120.23 $2,305 - $2,645
22 Added 0.15%
14,832 $1.75 Million
Q2 2019

Aug 15, 2019

BUY
$104.64 - $116.12 $418,141 - $464,015
3,996 Added 36.95%
14,810 $1.54 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $131,486 - $145,135
1,354 Added 14.31%
10,814 $1.1 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $102,367 - $128,120
1,111 Added 13.31%
9,460 $923,000
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $11,086 - $12,693
-107 Reduced 1.27%
8,349 $948,000
Q2 2018

Jul 27, 2018

BUY
$103.24 - $114.29 $18,479 - $20,457
179 Added 2.16%
8,456 $889,000
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $33,173 - $36,818
310 Added 3.89%
8,277 $893,000
Q4 2017

May 15, 2018

BUY
$95.86 - $107.83 $763,716 - $859,081
7,967
7,967 $864,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $733B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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