A detailed history of Integrated Wealth Concepts LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,093 shares of JPUS stock, worth $241,594. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,093
Holding current value
$241,594
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$108.5 - $119.68 $227,090 - $250,490
2,093 New
2,093 $250,000
Q4 2020

Feb 12, 2021

SELL
$73.3 - $83.94 $11.5 Million - $13.2 Million
-157,537 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
$68.99 - $77.52 $893,627 - $1 Million
12,953 Added 8.96%
157,537 $11.7 Million
Q2 2020

Jul 30, 2020

BUY
$55.84 - $75.47 $2.16 Million - $2.92 Million
38,728 Added 36.59%
144,584 $10 Million
Q1 2020

May 18, 2020

BUY
$49.95 - $81.47 $687,611 - $1.12 Million
13,766 Added 14.95%
105,856 $6.21 Million
Q4 2019

Feb 20, 2020

BUY
$73.54 - $80.24 $936,237 - $1.02 Million
12,731 Added 16.04%
92,090 $7.34 Million
Q3 2019

Nov 15, 2019

BUY
$75.53 - $76.66 $1.18 Million - $1.2 Million
15,657 Added 24.58%
79,359 $6.03 Million
Q2 2019

Aug 15, 2019

BUY
N/A
11,475 Added 21.97%
63,702 $4.66 Million
Q1 2019

May 15, 2019

BUY
N/A
52,227 New
52,227 $3.82 Million

Others Institutions Holding JPUS

About JPMORGAN DIVERSIFIED RETURN US


  • Ticker JPUS
  • Sector ETFs
  • Industry ETFs
More about JPUS
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.