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Integrated Wealth Concepts LLC Doubles Down on JPMorgan Chase & Co.

Guavy AI Editorial Team Published October 3, 2026

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JPM

Integrated Wealth Concepts LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 18% in the second quarter, according to a recent SEC filing.

The fund now owns 233,142 shares of the financial services provider's stock after buying an additional 35,582 shares during the quarter.

The value of Integrated Wealth Concepts LLC's holdings in JPMorgan Chase & Co. was $76.3 million as of its most recent SEC filing.

The Wire

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