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 13,856 shares of JPIE stock, worth $640,562. This represents 0.22% of its overall portfolio holdings.

Number of Shares
13,856
Previous 13,510 2.56%
Holding current value
$640,562
Previous $625,000 2.88%
% of portfolio
0.22%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$46.01 - $46.55 $15,919 - $16,106
346 Added 2.56%
13,856 $643,000
Q2 2025

Jul 16, 2025

BUY
$45.12 - $46.32 $37,675 - $38,677
835 Added 6.59%
13,510 $625,000
Q1 2025

May 02, 2025

SELL
$45.46 - $46.18 $12,046 - $12,237
-265 Reduced 2.05%
12,675 $583,000
Q4 2024

Jan 17, 2025

BUY
$45.59 - $46.25 $28,083 - $28,490
616 Added 5.0%
12,940 $590,000
Q3 2024

Oct 15, 2024

BUY
$45.17 - $46.39 $556,675 - $571,710
12,324 New
12,324 $571,000

Others Institutions Holding JPIE

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
More about JPIE
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