Integrated Wealth Concepts LLC J P Morgan Exchange Traded Fd Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 234,806 shares of JPIE stock, worth $10.9 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

234,806

Previous 44,737 424.86%

Holding current value

$10.9 Million

Previous $2.07 Million 425.92%

% of portfolio

0.11%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$46.01 - $46.55 $8.75 Million - $8.85 Million	190,069 Added 424.86%	234,806 $10.9 Million
Q2 2025 Aug 14, 2025	BUY	$45.12 - $46.32 $69,890 - $71,749	1,549 Added 3.59%	44,737 $2.07 Million
Q1 2025 May 15, 2025	BUY	$45.46 - $46.18 $138,107 - $140,294	3,038 Added 7.57%	43,188 $1.99 Million
Q4 2024 Feb 14, 2025	BUY	$45.59 - $46.25 $218,421 - $221,583	4,791 Added 13.55%	40,150 $1.83 Million
Q3 2024 Nov 14, 2024	SELL	$45.17 - $46.39 $6,956 - $7,144	-154 Reduced 0.43%	35,359 $1.64 Million

Q2 2024 Aug 14, 2024	SELL	$44.81 - $45.47 $12,367 - $12,549	-276 Reduced 0.77%	35,513 $1.61 Million
Q1 2024 May 15, 2024	BUY	$45.21 - $45.87 $413,535 - $419,572	9,147 Added 34.33%	35,789 $1.63 Million
Q4 2023 Feb 13, 2024	BUY	$43.78 - $45.84 $21,189 - $22,186	484 Added 1.85%	26,642 $1.22 Million
Q3 2023 Nov 15, 2023	BUY	$44.22 - $45.5 $1.16 Million - $1.19 Million	26,158 New	26,158 $1.16 Million

Others Institutions Holding JPIE

# of Institutions

382

Shares Held

78.9M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Integrated Wealth Concepts LLC J P Morgan Exchange Traded Fd Transaction History