IWC
Integrated Wealth Concepts’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.6M | Buy |
184,812
+15,354
| +9% | +$4.45M | 0.54% | 34 |
|
|
2025
Q1 | $41.6M | Buy |
169,458
+7,909
| +5% | +$1.94M | 0.48% | 38 |
|
|
2024
Q4 | $38.7M | Buy |
161,549
+15,079
| +10% | +$3.61M | 0.45% | 39 |
|
|
2024
Q3 | $30.9M | Buy |
146,470
+2,189
| +2% | +$462K | 0.38% | 55 |
|
|
2024
Q2 | $29.2M | Buy |
144,281
+4,535
| +3% | +$917K | 0.4% | 47 |
|
|
2024
Q1 | $28M | Buy |
139,746
+7,601
| +6% | +$1.52M | 0.41% | 39 |
|
|
2023
Q4 | $22.5M | Buy |
132,145
+21,472
| +19% | +$3.65M | 0.37% | 54 |
|
|
2023
Q3 | $16M | Buy |
110,673
+965
| +0.9% | +$140K | 0.28% | 87 |
|
|
2023
Q2 | $16M | Buy |
109,708
+8,918
| +9% | +$1.3M | 0.27% | 91 |
|
|
2023
Q1 | $13.1M | Buy |
100,790
+33,091
| +49% | +$4.31M | 0.27% | 88 |
|
|
2022
Q4 | $9.08M | Sell |
67,699
-3,543
| -5% | -$475K | 0.25% | 84 |
|
|
2022
Q3 | $7.45M | Sell |
71,242
-130
| -0.2% | -$13.6K | 0.24% | 92 |
|
|
2022
Q2 | $8.04M | Sell |
71,372
-1,516
| -2% | -$171K | 0.25% | 89 |
|
|
2022
Q1 | $9.94M | Buy |
72,888
+6,956
| +11% | +$948K | 0.3% | 72 |
|
|
2021
Q4 | $10.4M | Buy |
65,932
+3,920
| +6% | +$621K | 0.31% | 69 |
|
|
2021
Q3 | $10.2M | Buy |
62,012
+14,487
| +30% | +$2.37M | 0.33% | 66 |
|
|
2021
Q2 | $7.39M | Buy |
47,525
+4,731
| +11% | +$736K | 0.26% | 82 |
|
|
2021
Q1 | $6.51M | Buy |
42,794
+2,974
| +7% | +$453K | 0.27% | 78 |
|
|
2020
Q4 | $5.06M | Buy |
39,820
+3,492
| +10% | +$444K | 0.24% | 83 |
|
|
2020
Q3 | $3.5M | Buy |
36,328
+3,282
| +10% | +$316K | 0.22% | 89 |
|
|
2020
Q2 | $3.11M | Buy |
33,046
+2,616
| +9% | +$246K | 0.22% | 80 |
|
|
2020
Q1 | $2.74M | Buy |
30,430
+8,535
| +39% | +$769K | 0.25% | 73 |
|
|
2019
Q4 | $3.05M | Buy |
21,895
+7,063
| +48% | +$985K | 0.26% | 73 |
|
|
2019
Q3 | $1.75M | Buy |
14,832
+22
| +0.1% | +$2.59K | 0.2% | 88 |
|
|
2019
Q2 | $1.54M | Buy |
14,810
+3,996
| +37% | +$417K | 0.2% | 90 |
|
|
2019
Q1 | $1.1M | Buy |
10,814
+1,354
| +14% | +$137K | 0.19% | 97 |
|
|
2018
Q4 | $923K | Buy |
9,460
+1,111
| +13% | +$108K | 0.25% | 84 |
|
|
2018
Q3 | $948K | Sell |
8,349
-107
| -1% | -$12.1K | 0.29% | 77 |
|
|
2018
Q2 | $889K | Buy |
8,456
+179
| +2% | +$18.8K | 0.3% | 79 |
|
|
2018
Q1 | $893K | Buy |
8,277
+310
| +4% | +$33.4K | 0.36% | 70 |
|
|
2017
Q4 | $864K | Buy |
+7,967
| New | +$864K | 0.37% | 62 |
|