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BBHYBBHY
13 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in J P MORGAN EXCHANGE TRADED F

Integrated Wealth Concepts LLC holds 27,908 shares of BBHY (J P MORGAN EXCHANGE TRADED F), worth $1.3M as of 2026-Q2. The position was increased (+36.1% shares). BBHY represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.3M

Current Shares

27,908

Total Value Change

+$1.1M

Total Shares Change

+22,982

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
27,908
+36.1%
$1.3M0.0%$45.83
33
2026-Q1
Increased
20,506
+18.0%
$939,8100.0%$44.78
29
2025-Q4
Decreased
17,372
-5.8%
$807,8100.0%$44.90
0
2025-Q3
Increased
18,434
+3.6%
$866,4160.0%$44.36
26
2025-Q2
Decreased
17,795
-15.9%
$829,9710.0%$43.29
0
2025-Q1
Decreased
21,160
-2.0%
$974,4120.0%$41.83
0
2024-Q4
Decreased
21,598
-9.2%
$995,2300.0%$41.38
0
2024-Q3
Decreased
23,775
-17.8%
$1.1M0.0%$41.47
0
2024-Q2
Increased
28,907
+132.4%
$1.3M0.0%$39.32
41
2024-Q1
Decreased
12,438
-2.5%
$574,4960.0%$39.01
0
2023-Q4
Increased
12,757
+24.6%
$585,7350.0%$38.38
30
2023-Q3
Increased
10,234
+107.8%
$449,0450.0%$35.81
39
2023-Q2
New
4,926
-
$219,7410.0%$35.83
32

Other major holders of BBHY: JPMORGAN CHASE & CO

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