Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Integrated Wealth Concepts LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 233,142
Value: $76.3M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	233,142	$76.3M	0.5%	+35,582+18.0%	Added	Holders
Q1 2026	197,560	$58.1M	0.5%	+79,136+66.8%	Added	Holders
Q4 2025	118,424	$38.2M	0.5%	−71,456−37.6%	Reduced	Holders
Q3 2025	189,880	$59.9M	0.5%	+5,068+2.7%	Added	Holders
Q2 2025	184,812	$53.6M	0.5%	+15,354+9.1%	Added	Holders
Q1 2025	169,458	$41.6M	0.5%	+7,909+4.9%	Added	Holders
Q4 2024	161,549	$38.7M	0.4%	+15,079+10.3%	Added	Holders
Q3 2024	146,470	$30.9M	0.4%	+2,189+1.5%	Added	Holders
Q2 2024	144,281	$29.2M	0.4%	+4,535+3.2%	Added	Holders
Q1 2024	139,746	$28.0M	0.4%	+7,601+5.8%	Added	Holders
Q4 2023	132,145	$22.5M	0.4%	+21,472+19.4%	Added	Holders
Q3 2023	110,673	$16.0M	0.3%	+965+0.9%	Added	Holders
Q2 2023	109,708	$16.0M	0.3%	+8,918+8.8%	Added	Holders
Q1 2023	100,790	$13.1M	0.3%	+33,091+48.9%	Added	Holders
Q4 2022	67,699	$9.08M	0.2%	−3,543−5.0%	Reduced	Holders
Q3 2022	71,242	$7.45M	0.2%	−130−0.2%	Reduced	Holders
Q2 2022	71,372	$8.04M	0.3%	−1,516−2.1%	Reduced	Holders
Q1 2022	72,888	$9.94M	0.3%	+6,956+10.6%	Added	Holders
Q4 2021	65,932	$10.4M	0.3%	+3,920+6.3%	Added	Holders
Q3 2021	62,012	$10.2M	0.3%	+14,487+30.5%	Added	Holders
Q2 2021	47,525	$7.39M	0.3%	+4,731+11.1%	Added	Holders
Q1 2021	42,794	$6.51M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.