Independent Wealth Network Inc. Jpmorgan Diversified Return Us Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Independent Wealth Network Inc. holds 12,524 shares of JPUS stock, worth $1.4 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

12,524

Previous 12,334 1.54%

Holding current value

$1.4 Million

Previous $1.41 Million 2.49%

% of portfolio

0.61%

Previous 0.6%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$111.89 - $119.08 $21,259 - $22,625	190 Added 1.54%	12,524 $1.44 Million
Q4 2024 Jan 17, 2025	BUY	$114.05 - $123.77 $234,258 - $254,223	2,054 Added 19.98%	12,334 $1.41 Million
Q3 2024 Oct 15, 2024	BUY	$108.5 - $119.68 $24,195 - $26,688	223 Added 2.22%	10,280 $1.23 Million
Q2 2024 Jul 18, 2024	SELL	$105.76 - $111.62 $10,258 - $10,827	-97 Reduced 0.96%	10,057 $1.1 Million
Q1 2024 May 20, 2024	BUY	$101.27 - $112.0 $7,493 - $8,288	74 Added 0.73%	10,154 $1.14 Million
Q1 2024 Apr 11, 2024	SELL	$101.27 - $112.0 $1,519 - $1,680	-15 Reduced 0.15%	10,080 $1.13 Million
Q4 2023 Jan 12, 2024	SELL	$89.72 - $103.13 $124,082 - $142,628	-1,383 Reduced 12.05%	10,095 $1.04 Million
Q3 2023 Oct 11, 2023	SELL	$93.76 - $100.98 $64,506 - $69,474	-688 Reduced 5.66%	11,478 $1.08 Million
Q2 2023 Jul 12, 2023	BUY	$91.99 - $97.77 $9,382 - $9,972	102 Added 0.85%	12,166 $1.19 Million
Q1 2023 Apr 18, 2023	BUY	$91.13 - $100.92 $8,110 - $8,981	89 Added 0.74%	12,064 $1.15 Million
Q4 2022 Jan 25, 2023	SELL	$86.35 - $99.6 $40,843 - $47,110	-473 Reduced 3.8%	11,975 $0
Q3 2022 Oct 17, 2022	SELL	$85.5 - $101.83 $44,289 - $52,747	-518 Reduced 4.0%	12,448 $1.06 Million
Q2 2022 Jul 26, 2022	SELL	$89.02 - $106.83 $70,592 - $84,716	-793 Reduced 5.76%	12,966 $1.19 Million
Q1 2022 Apr 20, 2022	BUY	$97.56 - $106.35 $7,512 - $8,188	77 Added 0.56%	13,759 $1.44 Million
Q4 2021 Feb 10, 2022	BUY	$96.89 - $106.04 $11,045 - $12,088	114 Added 0.84%	13,682 $1.45 Million
Q3 2021 Nov 04, 2021	BUY	$94.94 - $101.67 $1.29 Million - $1.38 Million	13,568 New	13,568 $1.4 Million

Others Institutions Holding JPUS

# of Institutions

Shares Held

3.12M

Call Options Held

Put Options Held

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About JPMORGAN DIVERSIFIED RETURN US

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Independent Wealth Network Inc. Jpmorgan Diversified Return Us Transaction History