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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 621,025 shares of BBUS (J P MORGAN EXCHANGE TRADED F), worth $83.7M as of 2026-Q2. The position was increased (+10.7% shares). BBUS represents 0.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$83.7M

Current Shares

621,025

Total Value Change

+$78.8M

Total Shares Change

+574,370

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
621,025
+10.7%
$83.7M0.4%$134.72
39
2026-Q1
Increased
561,117
+498.0%
$65.8M0.5%$122.54
67
2025-Q4
Decreased
93,829
-81.8%
$11.6M0.1%$124.20
0
2025-Q3
Increased
514,497
+414.9%
$62.1M0.6%$119.93
67
2025-Q2
Increased
99,917
+21.2%
$11.2M0.1%$110.68
40
2025-Q1
Increased
82,460
+78.1%
$8.3M0.1%$99.45
42
2024-Q4
Decreased
46,305
-0.8%
$4.9M0.1%$105.14
0
2024-Q3
Increased
46,655
+11.6%
$4.8M0.1%$101.61
30

Other major holders of BBUS: JPMORGAN CHASE & CO, LPL Financial LLC

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