IWC
JADE

Integrated Wealth Concepts’s JPMorgan Active Developing Markets Equity ETF JADE Stock Holding History

Integrated Wealth Concepts’s Portfolio JADE Stock Details JADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Buy
4,433
+1,406
+46% +$107K ﹤0.01% 1977
2026
Q1 		$201K Buy
+3,027
New +$207K ﹤0.01% 2117

Other funds holding JADE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
VW
Vantus Wealth Lancaster, Pennsylvania $187M AUM
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Integrated Wealth Concepts's JADE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Active Developing Markets Equity ETF (JADE) stake by 46% in Q2 2026, buying an estimated $107K and bringing the position to 4,433 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Integrated Wealth Concepts first reported a position in JADE in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold JADE as of Q2 2026.

  • Integrated Wealth Concepts held 4,433 shares of JPMorgan Active Developing Markets Equity ETF worth $355K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,406 JPMorgan Active Developing Markets Equity ETF shares in Q2 2026, an estimated $107K.
  • JPMorgan Active Developing Markets Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1977 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan Active Developing Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held JPMorgan Active Developing Markets Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.