Integrated Wealth Concepts LLC JPMORGAN GLOBAL Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
17,814
Previous 16,683 6.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
1,131 Added 6.78%
17,814 $0
Q1 2025

May 15, 2025
SELL
N/A
-503 Reduced 2.93%
16,683 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-1,628 Reduced 8.65%
17,186 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-3,328 Reduced 15.03%
18,814 $0
Q2 2024

Aug 14, 2024
BUY
N/A
7,161 Added 47.8%
22,142 $0
Q1 2024

May 15, 2024
BUY
N/A
14,981 New
14,981 $0
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