Independent Wealth Network Inc. Jp Morgan Diversified Return I Transaction History

Independent Wealth Network Inc.

  • $205 Million
  • Q1 2024

A detailed history of Independent Wealth Network Inc. transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,751 shares of JPIN stock, worth $317,915. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,751
Previous 5,663 1.55%
Holding current value
$317,915
Previous $318,000 1.57%
% of portfolio
0.16%
Previous 0.87%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$52.64 - $56.44 $4,632 - $4,966
88 Added 1.55%
5,751 $323,000
Q1 2024

Apr 11, 2024
SELL
$52.64 - $56.44 $263 - $282
-5 Reduced 0.09%
5,663 $318,000
Q4 2023

Jan 12, 2024
SELL
$48.36 - $54.84 $69,396 - $78,695
-1,435 Reduced 20.2%
5,668 $307,000
Q3 2023

Oct 11, 2023
BUY
$50.43 - $54.11 $8,976 - $9,631
178 Added 2.57%
7,103 $359,000
Q2 2023

Jul 12, 2023
SELL
$51.16 - $54.21 $5,167 - $5,475
-101 Reduced 1.44%
6,925 $359,000
Q1 2023

Apr 18, 2023
BUY
$49.3 - $53.28 $2,810 - $3,036
57 Added 0.82%
7,026 $367,000
Q4 2022

Jan 25, 2023
SELL
$44.05 - $50.7 $5,241 - $6,033
-119 Reduced 1.68%
6,969 $0
Q3 2022

Oct 17, 2022
BUY
N/A
662 Added 10.3%
7,088 $304,000
Q2 2022

Jul 26, 2022
BUY
N/A
51 Added 0.8%
6,426 $314,000
Q1 2022

Apr 20, 2022
BUY
N/A
448 Added 7.56%
6,375 $360,000
Q4 2021

Feb 10, 2022
BUY
N/A
114 Added 1.96%
5,927 $351,000
Q3 2021

Nov 04, 2021
BUY
N/A
5,813 New
5,813 $358,000

Others Institutions Holding JPIN

# of Institutions
104
Shares Held
5.1M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
  • Ticker JPIN
  • Sector ETFs
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More about JPIN
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