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

Yes. Integrated Wealth Concepts holds 614,521 shares of BBUS, worth $82.8M, as of its Q2 2026 13F filing. It increased the position by 53,404 shares (+9.5%) from Q1 2026. Integrated Wealth Concepts has held BBUS since Q3 2021, across 20 quarterly 13F filings. BBUS is 0.5% of Integrated Wealth Concepts' reported 13F portfolio.

Current Value

$82.8M

Current Shares

614,521

Total Value Change

+$78M

Total Shares Change

+567,866

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
614,521
+9.5%
$82.8M0.5%$134.38
46
2026-Q1
Increased
561,117
+498.0%
$65.8M0.5%$116.59
67
2025-Q4
Decreased
93,829
-81.8%
$11.6M0.1%$122.39
0
2025-Q3
Increased
514,497
+414.9%
$62.1M0.6%$119.38
67
2025-Q2
Increased
99,917
+21.2%
$11.2M0.1%$110.42
40
2025-Q1
Increased
82,460
+78.1%
$8.3M0.1%$99.25
42
2024-Q4
Decreased
46,305
-0.8%
$4.9M0.1%$103.92
0
2024-Q3
Increased
46,655
+11.6%
$4.8M0.1%$101.24
30

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

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