Integrated Wealth Concepts LLC
Position in JCPI — JPMorgan Inflation Managed Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in JCPI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JCPI | $1,939,312 | 40,085 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 JCPI | $1,649,640 | 34,232 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 JCPI | $1,485,204 | 30,447 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 JCPI | $434,877 | 9,013 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 JCPI | $395,147 | 8,210 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 JCPI | $206,010 | 4,291 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||