Integrated Wealth Concepts LLC J P Morgan Exch Traded Fd Tr B Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,066,731 shares of BBIN stock, worth $148 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

2,066,731

Previous 1,866,207 10.75%

Holding current value

$148 Million

Previous $126 Million 15.06%

% of portfolio

1.43%

Previous 1.36%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$65.91 - $70.63 $13.2 Million - $14.2 Million	200,524 Added 10.75%	2,066,731 $145 Million
Q2 2025 Aug 14, 2025	BUY	$54.98 - $67.95 $12.2 Million - $15 Million	221,145 Added 13.44%	1,866,207 $126 Million
Q1 2025 May 15, 2025	BUY	$56.44 - $64.13 $13.4 Million - $15.3 Million	238,257 Added 16.94%	1,645,062 $101 Million
Q4 2024 Feb 14, 2025	BUY	$57.07 - $62.58 $14.8 Million - $16.2 Million	259,259 Added 22.59%	1,406,805 $80.3 Million
Q3 2024 Nov 14, 2024	BUY	$56.88 - $63.65 $13.4 Million - $15 Million	235,427 Added 25.81%	1,147,546 $72.3 Million

Q2 2024 Aug 14, 2024	BUY	$57.42 - $61.75 $29.6 Million - $31.8 Million	515,445 Added 129.94%	912,119 $53.9 Million
Q1 2024 May 15, 2024	BUY	$55.4 - $60.38 $19.7 Million - $21.4 Million	354,699 Added 845.02%	396,674 $23.9 Million
Q4 2023 Feb 13, 2024	BUY	$49.81 - $57.1 $1.17 Million - $1.34 Million	23,389 Added 125.84%	41,975 $2.39 Million
Q3 2023 Nov 15, 2023	BUY	$51.82 - $56.42 $3,161 - $3,441	61 Added 0.33%	18,586 $968,000
Q2 2023 Aug 15, 2023	BUY	$53.21 - $56.52 $111,421 - $118,352	2,094 Added 12.74%	18,525 $1.02 Million
Q1 2023 May 03, 2023	BUY	$50.07 - $54.6 $261,765 - $285,448	5,228 Added 46.67%	16,431 $885,000
Q4 2022 Feb 13, 2023	SELL	$42.18 - $51.42 $25,729 - $31,366	-610 Reduced 5.16%	11,203 $556,000
Q3 2022 Nov 14, 2022	BUY	$42.01 - $50.56 $229,500 - $276,209	5,463 Added 86.03%	11,813 $500,000
Q2 2022 Aug 08, 2022	BUY	$46.92 - $56.3 $297,942 - $357,505	6,350 New	6,350 $300,000

Others Institutions Holding BBIN

# of Institutions

126

Shares Held

70M

Call Options Held

Put Options Held

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About J P MORGAN EXCH-TRADED FD TR B

Ticker BBIN
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Integrated Wealth Concepts LLC J P Morgan Exch Traded Fd Tr B Transaction History