Integrated Wealth Concepts LLC
Position in JPSE — JPMorgan Diversified Return U.S. Small Cap Equity ETF
CIK 1737109
WALTHAM, MA
All Filings in JPSE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JPSE | $2,830,852 | 53,993 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 JPSE | $2,854,718 | 57,010 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 JPSE | $2,952,786 | 59,281 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 JPSE | $2,795,692 | 61,460 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 JPSE | $2,816,698 | 64,618 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 JPSE | $2,898,647 | 61,925 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 JPSE | $3,128,674 | 65,140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 JPSE | $2,880,826 | 66,074 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 JPSE | $3,351,625 | 74,151 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 JPSE | $2,955,849 | 67,093 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 JPSE | $2,475,859 | 63,015 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 JPSE | $2,463,375 | 60,141 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 JPSE | $2,209,997 | 55,444 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 JPSE | $2,177,033 | 56,196 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 JPSE | $1,954,320 | 55,238 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 JPSE | $2,625,349 | 70,159 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 JPSE | $3,485,260 | 79,554 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 JPSE | $2,858,000 | 62,171 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 JPSE | $2,580,528 | 59,693 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 JPSE | $2,451,082 | 55,217 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 JPSE | — | 51,320 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 JPSE | — | 47,535 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||