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JCPIJCPI
8 quarters

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

Integrated Wealth Concepts LLC holds 109,800 shares of JCPI (J P MORGAN EXCHANGE TRADED F), worth $5.3M as of 2026-Q2. The position was increased (+173.9% shares). JCPI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$5.3M

Current Shares

109,800

Total Value Change

+$5M

Total Shares Change

+105,509

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
109,800
+173.9%
$5.3M0.0%$47.33
44
2026-Q1
Increased
40,085
+17.1%
$1.9M0.0%$47.23
30
2025-Q4
Increased
34,232
+12.4%
$1.6M0.0%$46.90
29
2025-Q3
Increased
30,447
+237.8%
$1.5M0.0%$46.87
41
2025-Q2
Increased
9,013
+9.8%
$434,9000.0%$45.90
26
2025-Q1
New
8,210
-
$395,1400.0%$45.33
33
2024-Q4
Exited
0
-100.0%
$00.0%$43.79
0
2024-Q3
New
4,291
-
$206,0170.0%$44.38
32

Other major holders of JCPI: JPMORGAN CHASE & CO

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