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JMSTJMST
23 quarters

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

Integrated Wealth Concepts LLC holds 823,139 shares of JMST (J P MORGAN EXCHANGE TRADED F), worth $42M as of 2026-Q2. The position was increased (+34.3% shares). JMST represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$42M

Current Shares

823,139

Total Value Change

+$38.4M

Total Shares Change

+752,400

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
823,139
+34.3%
$42M0.2%$50.89
45
2026-Q1
Increased
613,082
+48.5%
$31.3M0.2%$50.55
47
2025-Q4
Decreased
412,846
-31.2%
$21M0.2%$50.30
0
2025-Q3
Increased
599,972
+40.8%
$30.6M0.3%$49.95
46
2025-Q2
Decreased
426,216
-2.4%
$21.7M0.2%$49.48
0
2025-Q1
Decreased
436,721
-10.5%
$22.2M0.3%$49.04
0
2024-Q4
Increased
487,739
+17.2%
$24.7M0.3%$48.66
40
2024-Q3
Increased
416,025
+29.6%
$21.2M0.3%$48.37
43
2024-Q2
Increased
320,877
+61.9%
$16.3M0.2%$47.79
49
2024-Q1
Increased
198,186
+67.0%
$10.1M0.1%$47.37
49
2023-Q4
Increased
118,675
+530.0%
$6M0.1%$47.11
44
2023-Q3
Decreased
18,838
-36.7%
$950,3780.0%$46.31
0
2023-Q2
Increased
29,759
+165.7%
$1.5M0.0%$46.13
41
2023-Q1
Increased
11,200
+0.0%
$569,0000.0%$45.92
24
2022-Q4
Decreased
11,198
-89.3%
$566,0000.0%$45.49
0
2022-Q3
Decreased
104,883
-4.0%
$5.3M0.2%$44.99
0
2022-Q2
Increased
109,223
+10.0%
$5.5M0.2%$45.17
36
2022-Q1
Increased
99,269
+43.6%
$5M0.2%$45.10
43
2021-Q4
Decreased
69,140
-1.9%
$3.5M0.1%$45.45
0
2021-Q3
Decreased
70,484
-5.8%
$3.6M0.1%$45.43
0
2021-Q2
Increased
74,785
+7.3%
$3.8M0.1%$45.38
34
2021-Q1
Decreased
69,722
-1.4%
$3.6M0.1%$45.34
0
2020-Q4
New
70,739
-
$3.6M0.2%$45.31
44

Other major holders of JMST: BANK OF AMERICA CORP /DE/, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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