A detailed history of Independent Wealth Network Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Independent Wealth Network Inc. holds 8,524 shares of JEPQ stock, worth $486,890. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,524
Previous 4,408 93.38%
Holding current value
$486,890
Previous $239,000 105.02%
% of portfolio
0.17%
Previous 0.09%

Shares

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

Oct 15, 2025

BUY
$53.81 - $57.52 $221,481 - $236,752
4,116 Added 93.38%
8,524 $490,000
Q2 2025

Jul 16, 2025

BUY
$45.88 - $54.4 $202,239 - $239,795
4,408 New
4,408 $239,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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.