Independent Wealth Network Inc. J P Morgan Exchange Traded Fd Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Independent Wealth Network Inc. holds 36,302 shares of JEPI stock, worth $2.15 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

36,302

Previous 31,054 16.9%

Holding current value

$2.15 Million

Previous $1.85 Million 12.99%

% of portfolio

0.89%

Previous 0.85%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$57.53 - $60.83 $301,917 - $319,235	5,248 Added 16.9%	36,302 $2.09 Million
Q3 2024 Oct 15, 2024	BUY	$54.98 - $59.51 $63,831 - $69,091	1,161 Added 3.88%	31,054 $1.85 Million
Q2 2024 Jul 18, 2024	SELL	$55.45 - $57.39 $2.38 Million - $2.47 Million	-42,972 Reduced 58.97%	29,893 $1.69 Million
Q1 2024 May 20, 2024	BUY	$54.75 - $57.86 $3.45 Million - $3.65 Million	63,009 Added 639.3%	72,865 $4.22 Million
Q1 2024 Apr 11, 2024	SELL	$54.75 - $57.86 $3.48 Million - $3.68 Million	-63,532 Reduced 86.57%	9,856 $570,000
Q4 2023 Jan 12, 2024	BUY	$51.51 - $55.33 $377,825 - $405,845	7,335 Added 11.1%	73,388 $4.03 Million
Q3 2023 Oct 11, 2023	BUY	$53.5 - $55.92 $296,604 - $310,020	5,544 Added 9.16%	66,053 $3.54 Million
Q2 2023 Jul 12, 2023	BUY	$53.85 - $55.4 $631,068 - $649,232	11,719 Added 24.02%	60,509 $3.35 Million
Q1 2023 Apr 18, 2023	BUY	$52.13 - $55.7 $108,378 - $115,800	2,079 Added 4.45%	48,790 $2.66 Million
Q4 2022 Jan 25, 2023	BUY	$50.88 - $56.78 $1.11 Million - $1.24 Million	21,783 Added 87.38%	46,711 $0
Q3 2022 Oct 17, 2022	BUY	$51.23 - $57.83 $980,490 - $1.11 Million	19,139 Added 330.61%	24,928 $1.28 Million
Q2 2022 Jul 26, 2022	SELL	$52.86 - $62.23 $3,488 - $4,107	-66 Reduced 1.13%	5,789 $321,000
Q1 2022 Apr 20, 2022	SELL	$58.11 - $63.04 $871 - $945	-15 Reduced 0.26%	5,855 $359,000
Q4 2021 Feb 10, 2022	BUY	$59.34 - $63.61 $15,606 - $16,729	263 Added 4.69%	5,870 $371,000
Q3 2021 Nov 04, 2021	BUY	$59.61 - $62.63 $334,233 - $351,166	5,607 New	5,607 $346,000

Others Institutions Holding JEPI

# of Institutions

1,200

Shares Held

281M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Independent Wealth Network Inc. J P Morgan Exchange Traded Fd Transaction History