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J P Morgan Exchange-traded F shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JAVA) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 86k 59.89
2023-09-30 $3.7M 73k 51.26
2023-06-30 $3.9M 73k 53.15

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Top funds holding J P Morgan Exchange-traded F

LPL Financial
Morgan Stanley
Janney Montgomery Scott
Nelson, Van Denburg & Campbell Wealth Management
Jpmorgan Chase & Co
Stephenson National Bank & Trust
UBS Group
Commonwealth Equity Services
Raymond James & Associates
WNY Asset Management
Stifel Financial
Raymond James Financial Services Advisors
Kestra Advisory Services
Vestmark Advisory Solutions
Daymark Wealth Partners

View all funds holding J P Morgan Exchange-traded F