Integrated Wealth Concepts’s Janus International JBI Stock Holding History

Integrated Wealth Concepts’s Portfolio JBI Stock Details JBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.3K	Buy	+11,232	New	+$58.9K	﹤0.01%	2352
2025 Q2	–	Sell	-13,502	Closed	-$97.2K	–	1951
2025 Q1	$97.2K	Buy	13,502 +88	+0.7%	+$699	﹤0.01%	1676
2024 Q4	$98.6K	Buy	13,414 +14	+0.1%	+$115	﹤0.01%	1655
2024 Q3	$135K	Hold	13,400	–	–	﹤0.01%	1583
2024 Q2	$169K	Buy	13,400 +200	+2%	+$2.79K	﹤0.01%	1546
2024 Q1	$200K	Hold	13,200	–	–	﹤0.01%	1526
2023 Q4	$172K	Hold	13,200	–	–	﹤0.01%	1488
2023 Q3	$141K	Hold	13,200	–	–	﹤0.01%	1458
2023 Q2	$141K	Hold	13,200	–	–	﹤0.01%	1466
2023 Q1	$130K	Hold	13,200	–	–	﹤0.01%	1263
2022 Q4	$126K	Hold	13,200	–	–	﹤0.01%	979
2022 Q3	$118K	Hold	13,200	–	–	﹤0.01%	909
2022 Q2	$119K	Hold	13,200	–	–	﹤0.01%	930
2022 Q1	$119K	Buy	+13,200	New	+$134K	﹤0.01%	909

Other funds holding JBI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Janus International (JBI) in Q2 2026: 11,232 shares worth $62.3K. The stake represents ﹤0.01% of the portfolio and ranks #2352 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in JBI as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in JBI in Q1 2022 and has held it in 14 quarters since. The position peaked at $200K in Q1 2024. 226 funds tracked by Wall St. Rank hold JBI as of Q2 2026.

Integrated Wealth Concepts held 11,232 shares of Janus International worth $62.3K as of Q2 2026.
Janus International was a new Integrated Wealth Concepts position in Q2 2026.
Janus International made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2352 holding.
Integrated Wealth Concepts first reported a position in Janus International in Q1 2022 and has held it in 14 quarters since.
Integrated Wealth Concepts's Janus International position peaked at $200K in Q1 2024.
226 funds tracked by Wall St. Rank held Janus International as of Q2 2026.

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