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 15,077 shares of JCPB stock, worth $701,382. This represents 0.3% of its overall portfolio holdings.

Number of Shares
15,077
Previous 14,554 3.59%
Holding current value
$701,382
Previous $670,000 5.82%
% of portfolio
0.3%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025

BUY
$45.56 - $47.23 $23,827 - $24,701
523 Added 3.59%
15,077 $709,000
Q4 2024

Jan 17, 2025

BUY
$46.07 - $48.17 $226,618 - $236,948
4,919 Added 51.05%
14,554 $670,000
Q3 2024

Oct 15, 2024

BUY
$45.87 - $48.53 $441,957 - $467,586
9,635 New
9,635 $464,000

Others Institutions Holding JCPB

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
Track This Portfolio

Track Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.