Integrated Wealth Concepts LLC J P Morgan Exchg Traded Fd Tr Transaction History

Integrated Wealth Concepts LLC

$7.83 Billion
Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 68,437 shares of JIRE stock, worth $4.21 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

68,437

Previous 14,865 360.39%

Holding current value

$4.21 Million

Previous $930,000 385.81%

% of portfolio

0.06%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$60.25 - $66.85 $3.23 Million - $3.58 Million	53,572 Added 360.39%	68,437 $4.52 Million
Q2 2024 Aug 14, 2024	BUY	$59.87 - $64.55 $15,266 - $16,460	255 Added 1.75%	14,865 $930,000
Q1 2024 May 15, 2024	BUY	$56.8 - $62.88 $42,940 - $47,537	756 Added 5.46%	14,610 $914,000
Q4 2023 Feb 13, 2024	BUY	$52.16 - $59.25 $23,993 - $27,255	460 Added 3.43%	13,854 $809,000
Q3 2023 Nov 15, 2023	BUY	$54.17 - $58.66 $50,486 - $54,671	932 Added 7.48%	13,394 $728,000
Q2 2023 Aug 15, 2023	SELL	$54.72 - $57.87 $146,704 - $155,149	-2,681 Reduced 17.7%	12,462 $711,000
Q1 2023 May 03, 2023	BUY	$50.46 - $55.41 $4,844 - $5,319	96 Added 0.64%	15,143 $834,000
Q4 2022 Feb 13, 2023	SELL	$43.52 - $53.02 $12,098 - $14,739	-278 Reduced 1.81%	15,047 $753,000
Q3 2022 Nov 14, 2022	BUY	$43.52 - $51.88 $15,928 - $18,988	366 Added 2.45%	15,325 $667,000
Q2 2022 Aug 08, 2022	BUY	$47.51 - $49.6 $710,702 - $741,966	14,959 New	14,959 $727,000

Others Institutions Holding JIRE

# of Institutions

158

Shares Held

81.1M

Call Options Held

Put Options Held

500

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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Integrated Wealth Concepts LLC J P Morgan Exchg Traded Fd Tr Transaction History