Independent Wealth Network Inc. J P Morgan Exchange Traded Fd Call Options Transaction History
Independent Wealth Network Inc.
- $291 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JPIE
# of Institutions
363Shares Held
68.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$235 Million0.02% of portfolio
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Sequoia Financial Advisors, LLC4.61MShares$214 Million1.46% of portfolio
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Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
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Savant Capital, LLC3.21MShares$149 Million0.97% of portfolio
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Heritage Financial Services, LLC2.31MShares$107 Million9.84% of portfolio