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J P Morgan Exchange Traded F shares owned by Integrated Wealth Concepts

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

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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F 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 F by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 112k 51.00
2025-06-30 $5.7M 113k 50.19

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 F

Jpmorgan Chase & Co
NorthRock Partners
LPL Financial
M^T Bank Corporation
Ameriprise Financial
Hamilton Capital Management
Wealth Enhancement Advisory Services
Bailard
Avalon Trust
Captrust Financial Advisors
Mercer Global Advisors
O'Brien Wealth Partners
Resources Investment Advisors
Wright Fund Managment
Kestra Advisory Services

View all funds holding J P Morgan Exchange Traded F