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

Independent Wealth Network Inc.

$237 Million
Q1 2025

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 9,350 shares of JPIN stock, worth $583,159. This represents 0.23% of its overall portfolio holdings.

Number of Shares

9,350

Previous 8,930 4.7%

Holding current value

$583,159

Previous $478,000 11.72%

% of portfolio

0.23%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$52.75 - $58.91 $22,155 - $24,742	420 Added 4.7%	9,350 $534,000
Q4 2024 Jan 17, 2025	BUY	$53.56 - $59.9 $146,379 - $163,706	2,733 Added 44.1%	8,930 $478,000
Q3 2024 Oct 15, 2024	BUY	$54.1 - $60.82 $19,584 - $22,016	362 Added 6.2%	6,197 $372,000
Q2 2024 Jul 18, 2024	BUY	$53.9 - $57.66 $4,527 - $4,843	84 Added 1.46%	5,835 $322,000
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	$42.35 - $50.7 $5,039 - $6,033	-119 Reduced 1.68%	6,969 $0
Q3 2022 Oct 17, 2022	BUY	$42.55 - $51.46 $28,168 - $34,066	662 Added 10.3%	7,088 $304,000
Q2 2022 Jul 26, 2022	BUY	$48.25 - $57.14 $2,460 - $2,914	51 Added 0.8%	6,426 $314,000
Q1 2022 Apr 20, 2022	BUY	$53.48 - $60.03 $23,959 - $26,893	448 Added 7.56%	6,375 $360,000
Q4 2021 Feb 10, 2022	BUY	$58.11 - $61.62 $6,624 - $7,024	114 Added 1.96%	5,927 $351,000
Q3 2021 Nov 04, 2021	BUY	$60.31 - $64.02 $350,582 - $372,148	5,813 New	5,813 $358,000

Others Institutions Holding JPIN

# of Institutions

107

Shares Held

4.28M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN I

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