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

Integrated Wealth Concepts LLC holds 3.6M shares of BBIN (J P MORGAN EXCHANGE TRADED F), worth $280.5M as of 2026-Q2. The position was increased (+55.1% shares). BBIN represents 1.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$280.5M

Current Shares

3.6M

Total Value Change

+$208.2M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.6M
+55.1%
$280.5M1.4%$78.08
69
2026-Q1
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

Other major holders of BBIN: JPMORGAN CHASE & CO

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