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Position history for IWIntegrated Wealth Concepts LLC's holdings in JPMORGAN CHASE & CO

Integrated Wealth Concepts LLC holds 287,857 shares of JPM (JPMORGAN CHASE & CO), worth $94.2M as of 2026-Q2. The position was increased (+45.7% shares). JPM represents 0.5% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$94.2M

Current Shares

287,857

Total Value Change

+$63.3M

Total Shares Change

+141,387

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
287,857
+45.7%
$94.2M0.5%$325.86
49
2026-Q1
Increased
197,560
+66.8%
$58.1M0.5%$300.26
52
2025-Q4
Decreased
118,424
-37.6%
$38.2M0.5%$321.97
0
2025-Q3
Increased
189,880
+2.7%
$59.9M0.5%$312.75
43
2025-Q2
Increased
184,812
+9.1%
$53.6M0.5%$283.07
45
2025-Q1
Increased
169,458
+4.9%
$41.6M0.5%$237.97
37
2024-Q4
Increased
161,549
+10.3%
$38.7M0.5%$233.31
38
2024-Q3
Increased
146,470
+1.5%
$30.9M0.4%$203.96
35

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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