Position history for Integrated Wealth Concepts LLC's holdings in JPMORGAN CHASE & CO
Integrated Wealth Concepts LLC holds 197,560 shares of JPM (JPMORGAN CHASE & CO), worth $58.1M as of 2026-Q1. The position was increased (+66.8% shares). JPM represents 0.5% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$58.1M
Current Shares
197,560
Total Value Change
+$28.9M
Total Shares Change
+53,279
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 197,560 |
+66.8% |
| $58.1M |
| 0.5% |
| $300.26 |
52 |
| 2025-Q4 | Decreased | 118,424 | -37.6% | $38.2M | 0.5% | $321.97 | 0 |
| 2025-Q3 | Increased | 189,880 | +2.7% | $59.9M | 0.5% | $312.75 | 43 |
| 2025-Q2 | Increased | 184,812 | +9.1% | $53.6M | 0.5% | $283.07 | 45 |
| 2025-Q1 | Increased | 169,458 | +4.9% | $41.6M | 0.5% | $237.97 | 37 |
| 2024-Q4 | Increased | 161,549 | +10.3% | $38.7M | 0.5% | $233.31 | 38 |
| 2024-Q3 | Increased | 146,470 | +1.5% | $30.9M | 0.4% | $203.96 | 35 |
| 2024-Q2 | Increased | 144,281 | +3.3% | $29.2M | 0.4% | $194.90 | 36 |