Independent Wealth Network Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Independent Wealth Network Inc. holds 183,083 shares of JPST stock, worth $9.27 Million. This represents 3.92% of its overall portfolio holdings.

Number of Shares

183,083

Previous 185,253 1.17%

Holding current value

$9.27 Million

Previous $9.33 Million 0.66%

% of portfolio

3.92%

Previous 3.98%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$50.39 - $50.66 $109,346 - $109,932	-2,170 Reduced 1.17%	183,083 $9.27 Million
Q4 2024 Jan 17, 2025	BUY	$50.37 - $50.6 $402,506 - $404,344	7,991 Added 4.51%	185,253 $9.33 Million
Q3 2024 Oct 15, 2024	BUY	$50.25 - $50.74 $2.87 Million - $2.9 Million	57,201 Added 47.64%	177,262 $8.99 Million
Q2 2024 Jul 18, 2024	BUY	$50.22 - $50.48 $4,670 - $4,694	93 Added 0.08%	120,061 $6.06 Million
Q1 2024 May 20, 2024	BUY	$50.23 - $50.49 $6.03 Million - $6.06 Million	119,968 New	119,968 $6.05 Million
Q4 2023 Jan 12, 2024	SELL	$49.96 - $50.44 $387,339 - $391,061	-7,753 Reduced 5.91%	123,339 $6.2 Million
Q3 2023 Oct 11, 2023	SELL	$49.94 - $50.25 $3.2 Million - $3.22 Million	-64,017 Reduced 32.81%	131,092 $6.58 Million
Q2 2023 Jul 12, 2023	SELL	$50.04 - $50.36 $3.17 Million - $3.19 Million	-63,350 Reduced 24.51%	195,109 $9.78 Million
Q1 2023 Apr 18, 2023	BUY	$50.12 - $50.36 $547,460 - $550,082	10,923 Added 4.41%	258,459 $13 Million
Q4 2022 Jan 25, 2023	SELL	$50.0 - $50.25 $259,950 - $261,249	-5,199 Reduced 2.06%	247,536 $0
Q3 2022 Oct 17, 2022	BUY	$50.0 - $50.22 $268,300 - $269,480	5,366 Added 2.17%	252,735 $12.7 Million
Q2 2022 Jul 26, 2022	BUY	$50.06 - $50.26 $7.46 Million - $7.49 Million	149,103 Added 151.73%	247,369 $12.4 Million
Q1 2022 Apr 20, 2022	BUY	$50.22 - $50.49 $3.61 Million - $3.63 Million	71,981 Added 273.85%	98,266 $4.94 Million
Q4 2021 Feb 10, 2022	SELL	$50.47 - $50.71 $161,150 - $161,917	-3,193 Reduced 10.83%	26,285 $1.33 Million
Q3 2021 Nov 04, 2021	BUY	$50.69 - $50.74 $1.49 Million - $1.5 Million	29,478 New	29,478 $1.49 Million

Others Institutions Holding JPST

# of Institutions

1,187

Shares Held

421M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Independent Wealth Network Inc. Jp Morgan ETF Tr Ultra Short I Transaction History