Integrated Wealth Concepts LLC Jpmorgan Diversified Return Us Transaction History

Integrated Wealth Concepts LLC

$7.83 Billion
Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,093 shares of JPUS stock, worth $240,004. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,093

Holding current value

$240,004

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$108.5 - $119.68 $227,090 - $250,490	2,093 New	2,093 $250,000
Q4 2020 Feb 12, 2021	SELL	$73.3 - $83.94 $11.5 Million - $13.2 Million	-157,537 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$68.99 - $77.52 $893,627 - $1 Million	12,953 Added 8.96%	157,537 $11.7 Million
Q2 2020 Jul 30, 2020	BUY	$55.84 - $75.47 $2.16 Million - $2.92 Million	38,728 Added 36.59%	144,584 $10 Million
Q1 2020 May 18, 2020	BUY	$49.95 - $81.47 $687,611 - $1.12 Million	13,766 Added 14.95%	105,856 $6.21 Million
Q4 2019 Feb 20, 2020	BUY	$73.54 - $80.24 $936,237 - $1.02 Million	12,731 Added 16.04%	92,090 $7.34 Million
Q3 2019 Nov 15, 2019	BUY	$75.53 - $76.66 $1.18 Million - $1.2 Million	15,657 Added 24.58%	79,359 $6.03 Million
Q2 2019 Aug 15, 2019	BUY	N/A	11,475 Added 21.97%	63,702 $4.66 Million
Q1 2019 May 15, 2019	BUY	N/A	52,227 New	52,227 $3.82 Million

Others Institutions Holding JPUS

# of Institutions

Shares Held

3.01M

Call Options Held

Put Options Held

View Full List

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
Sector ETFs
Industry ETFs

More about JPUS

Track This Portfolio

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.

Account

Integrated Wealth Concepts LLC Jpmorgan Diversified Return Us Transaction History