Integrated Wealth Concepts’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $94.2M | Buy |
287,857
+90,297
| +46% | +$28M | 0.46% | 36 |
|
|
2026
Q1 | $58.1M | Buy |
197,560
+79,136
| +67% | +$24M | 0.46% | 38 |
|
|
2025
Q4 | $38.2M | Sell |
118,424
-71,456
| -38% | -$22.1M | 0.45% | 42 |
|
|
2025
Q3 | $59.9M | Buy |
189,880
+5,068
| +3% | +$1.51M | 0.54% | 32 |
|
|
2025
Q2 | $53.6M | Buy |
184,812
+15,354
| +9% | +$3.92M | 0.54% | 34 |
|
|
2025
Q1 | $41.6M | Buy |
169,458
+7,909
| +5% | +$2.02M | 0.48% | 38 |
|
|
2024
Q4 | $38.7M | Buy |
161,549
+15,079
| +10% | +$3.51M | 0.45% | 39 |
|
|
2024
Q3 | $30.9M | Buy |
146,470
+2,189
| +2% | +$461K | 0.38% | 55 |
|
|
2024
Q2 | $29.2M | Buy |
144,281
+4,535
| +3% | +$887K | 0.4% | 47 |
|
|
2024
Q1 | $28M | Buy |
139,746
+7,601
| +6% | +$1.37M | 0.41% | 39 |
|
|
2023
Q4 | $22.5M | Buy |
132,145
+21,472
| +19% | +$3.25M | 0.37% | 54 |
|
|
2023
Q3 | $16M | Buy |
110,673
+965
| +0.9% | +$145K | 0.28% | 87 |
|
|
2023
Q2 | $16M | Buy |
109,708
+8,918
| +9% | +$1.23M | 0.27% | 91 |
|
|
2023
Q1 | $13.1M | Buy |
100,790
+33,091
| +49% | +$4.53M | 0.27% | 88 |
|
|
2022
Q4 | $9.08M | Sell |
67,699
-3,543
| -5% | -$449K | 0.25% | 84 |
|
|
2022
Q3 | $7.45M | Sell |
71,242
-130
| -0.2% | -$14.9K | 0.24% | 92 |
|
|
2022
Q2 | $8.04M | Sell |
71,372
-1,516
| -2% | -$188K | 0.25% | 89 |
|
|
2022
Q1 | $9.94M | Buy |
72,888
+6,956
| +11% | +$1.03M | 0.3% | 72 |
|
|
2021
Q4 | $10.4M | Buy |
65,932
+3,920
| +6% | +$644K | 0.31% | 69 |
|
|
2021
Q3 | $10.2M | Buy |
62,012
+14,487
| +30% | +$2.27M | 0.33% | 66 |
|
|
2021
Q2 | $7.39M | Buy |
47,525
+4,731
| +11% | +$743K | 0.26% | 82 |
|
|
2021
Q1 | $6.51M | Buy |
42,794
+2,974
| +7% | +$428K | 0.27% | 78 |
|
|
2020
Q4 | $5.06M | Buy |
39,820
+3,492
| +10% | +$390K | 0.24% | 83 |
|
|
2020
Q3 | $3.5M | Buy |
36,328
+3,282
| +10% | +$322K | 0.22% | 89 |
|
|
2020
Q2 | $3.11M | Buy |
33,046
+2,616
| +9% | +$248K | 0.22% | 80 |
|
|
2020
Q1 | $2.74M | Buy |
30,430
+8,535
| +39% | +$1.04M | 0.25% | 73 |
|
|
2019
Q4 | $3.05M | Buy |
21,895
+7,063
| +48% | +$906K | 0.26% | 73 |
|
|
2019
Q3 | $1.75M | Buy |
14,832
+22
| +0.1% | +$2.49K | 0.2% | 88 |
|
|
2019
Q2 | $1.54M | Buy |
14,810
+3,996
| +37% | +$441K | 0.2% | 90 |
|
|
2019
Q1 | $1.09M | Buy |
10,814
+1,354
| +14% | +$139K | 0.19% | 97 |
|
|
2018
Q4 | $923K | Buy |
9,460
+1,111
| +13% | +$118K | 0.25% | 84 |
|
|
2018
Q3 | $948K | Sell |
8,349
-107
| -1% | -$12.1K | 0.29% | 77 |
|
|
2018
Q2 | $889K | Buy |
8,456
+179
| +2% | +$19.6K | 0.3% | 79 |
|
|
2018
Q1 | $893K | Buy |
8,277
+310
| +4% | +$35.1K | 0.36% | 70 |
|
|
2017
Q4 | $864K | Buy |
+7,967
| New | +$807K | 0.37% | 62 |
|
Other funds holding JPM
Integrated Wealth Concepts's JPM Position: Q2 2026 in Review
Integrated Wealth Concepts increased its JPMorgan Chase (JPM) stake by 46% in Q2 2026, buying an estimated $28M and bringing the position to 287,857 shares worth $94.2M. The position accounts for 0.46% of the portfolio, ranked #36.
Integrated Wealth Concepts first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Integrated Wealth Concepts held 287,857 shares of JPMorgan Chase worth $94.2M as of Q2 2026.
- Integrated Wealth Concepts bought 90,297 JPMorgan Chase shares in Q2 2026, an estimated $28M.
- JPMorgan Chase made up 0.46% of Integrated Wealth Concepts's portfolio in Q2 2026, its #36 holding.
- Integrated Wealth Concepts first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.