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 12,940 shares of JPIE stock, worth $593,299. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,940
Previous 12,324
5.0%
Holding current value
$593,299
Previous $571,000
3.33%
% of portfolio
0.25%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
241Shares Held
36.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.2 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$70 Million0.01% of portfolio