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 10,154 shares of JPUS stock, worth $1.11 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
10,154
Previous 10,080 0.73%
Holding current value
$1.11 Million
Previous $1.13 Million 0.8%
% of portfolio
0.55%
Previous 3.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$92.69 - $99.6 $43,842 - $47,110
-473 Reduced 3.8%
11,975 $0
Q3 2022

Oct 17, 2022

SELL
N/A
-518 Reduced 4.0%
12,448 $1.06 Million
Q2 2022

Jul 26, 2022

SELL
N/A
-793 Reduced 5.76%
12,966 $1.19 Million
Q1 2022

Apr 20, 2022

BUY
N/A
77 Added 0.56%
13,759 $1.44 Million
Q4 2021

Feb 10, 2022

BUY
N/A
114 Added 0.84%
13,682 $1.45 Million
Q3 2021

Nov 04, 2021

BUY
N/A
13,568 New
13,568 $1.4 Million

Others Institutions Holding JPUS

About JPMORGAN DIVERSIFIED RETURN US


  • Ticker JPUS
  • Sector ETFs
  • Industry ETFs
More about JPUS
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