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JVALJVAL
18 quarters

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

Integrated Wealth Concepts LLC holds 50,894 shares of JVAL (J P MORGAN EXCHANGE TRADED F), worth $3M as of 2026-Q2. The position was increased (+36.8% shares). JVAL represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$3M

Current Shares

50,894

Total Value Change

-$1.6M

Total Shares Change

-72,877

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
50,894
+36.8%
$3M0.0%$58.64
34
2026-Q1
Increased
37,201
+23.4%
$1.8M0.0%$50.75
31
2025-Q4
Decreased
30,150
-3.8%
$1.5M0.0%$49.49
0
2025-Q3
Decreased
31,334
-58.9%
$1.5M0.0%$47.13
0
2025-Q2
Decreased
76,234
-19.4%
$3.4M0.0%$43.54
0
2025-Q1
Decreased
94,526
-11.6%
$3.9M0.0%$40.45
0
2024-Q4
Decreased
106,889
-15.2%
$4.6M0.1%$42.21
0
2024-Q3
Decreased
126,025
-19.2%
$5.5M0.1%$42.26
0
2024-Q2
Decreased
156,008
-0.8%
$6.4M0.1%$39.46
0
2024-Q1
Decreased
157,192
-14.6%
$6.5M0.1%$39.94
0
2023-Q4
Increased
184,133
+3.6%
$7.1M0.1%$36.89
34
2023-Q3
Decreased
177,686
-0.8%
$6.2M0.1%$32.84
0
2023-Q2
Increased
179,080
+2.2%
$6.4M0.1%$33.37
33
2023-Q1
Increased
175,299
+3.9%
$6M0.1%$31.38
34
2022-Q4
Increased
168,705
+2.2%
$5.6M0.2%$30.87
33
2022-Q3
Increased
165,018
+14.3%
$4.9M0.2%$27.79
37
2022-Q2
Increased
144,339
+16.6%
$4.6M0.1%$29.65
37
2022-Q1
New
123,771
-
$4.6M0.1%$34.27
44

Other major holders of JVAL: ENVESTNET ASSET MANAGEMENT INC, Envestnet Portfolio Solutions, Inc.

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