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J P Morgan Exchange Traded shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of J P Morgan Exchange Traded (JCPI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in J P Morgan Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 30k 48.78
2025-06-30 $435k 9.0k 48.25
2025-03-31 $395k 8.2k 48.13
2024-09-30 $206k 4.3k 48.01

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding J P Morgan Exchange Traded

Jpmorgan Chase & Co
Oxford Financial
MAI Wealth Advisors
UBS Group
Raymond James Financial
LPL Financial
Advisor Group Holdings
Sage Rhino Capital
Kestra Private Wealth Services
AE Wealth Management
Balanced Rock Investment Advisors
Wiley Bros.-aintree Capital
Private Advisor
Envestnet Asset Management
Commonwealth Equity Services

View all funds holding J P Morgan Exchange Traded