J P MORGAN EXCHANGE TRADED F

Ticker: JIRE CUSIP: 46641Q134 Class: ETF-EQUITY

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 62,477 Value ($000) $4,678 Avg Close Range
Q3 2025
Shares 364,545 Value ($000) $26,809 Avg Close Range
Q2 2025
Shares 55,301 Value ($000) $3,914 Avg Close Range
Q1 2025
Shares 54,289 Value ($000) $3,459 Avg Close Range
Q4 2024
Shares 70,421 Value ($000) $4,120 Avg Close Range
Q3 2024
Shares 68,437 Value ($000) $4,519 Avg Close Range
Q2 2024
Shares 14,865 Value ($000) $931 Avg Close Range
Q1 2024
Shares 14,610 Value ($000) $915 Avg Close Range
Q4 2023
Shares 13,854 Value ($000) $810 Avg Close Range
Q3 2023
Shares 13,394 Value ($000) $728 Avg Close Range
Q2 2023
Shares 12,462 Value ($000) $712 Avg Close Range
Q1 2023
Shares 15,143 Value ($000) $1 Avg Close Range
Q4 2022
Shares 15,047 Value ($000) $1 Avg Close Range
Q3 2022
Shares 15,325 Value ($000) $667 Avg Close Range
Q2 2022
Shares 14,959 Value ($000) $727 Avg Close Range