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Integrated Wealth Concepts LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on JPM, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 233,142 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 233,142 shares
    Change vs previous 13F +35,582 shares

    0.5% of the 13F portfolio, value $76,314,432.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 197,560 shares
    Change vs previous 13F +79,136 shares

    0.46% of the 13F portfolio, value $58,114,271.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 118,424 shares
    Change vs previous 13F -71,456 shares

    0.45% of the 13F portfolio, value $38,158,651.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 189,880 shares
    Change vs previous 13F +5,068 shares

    0.54% of the 13F portfolio, value $59,893,849.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 184,812 shares
    Change vs previous 13F +15,354 shares

    0.54% of the 13F portfolio, value $53,578,721.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 169,458 shares
    Change vs previous 13F +7,909 shares

    0.48% of the 13F portfolio, value $41,568,095.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 161,549 shares
    Change vs previous 13F +15,079 shares

    0.45% of the 13F portfolio, value $38,725,009.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 146,470 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $30,884,593.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).