Back to Integrated Wealth Concepts LLC

BBIN
Showing 8 of 16 quarters

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

Integrated Wealth Concepts LLC holds 2.3M shares of BBIN (J P MORGAN EXCHANGE TRADED F), worth $169.3M as of 2026-Q1. The position was increased (+14.9% shares). BBIN represents 1.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$169.3M

Current Shares

2.3M

Total Value Change

+$115.4M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.3M
+14.9%
$169.3M1.4%$75.69
55
2025-Q4
Decreased
2M
-2.5%
$145.7M1.7%$72.76
0
2025-Q3
Increased
2.1M
+10.8%
$144.9M1.3%$68.48
53
2025-Q2
Increased
1.9M
+13.4%
$126M1.3%$65.86
54
2025-Q1
Increased
1.6M
+16.9%
$101.2M1.2%$59.89
55
2024-Q4
Increased
1.4M
+22.6%
$80.3M0.9%$54.82
51
2024-Q3
Increased
1.1M
+25.8%
$72.3M0.9%$60.06
51
2024-Q2
Increased
912,119
+129.9%
$53.9M0.7%$55.92
67

Other major holders of BBIN: JPMORGAN CHASE & CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used