J P MORGAN EXCHANGE TRADED F

Ticker: JEPI CUSIP: 46641Q332 Class: ETF-ALTERNATIVE

Independent Wealth Network Inc.'s Holding History (CIK: 0001891240)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 42,463 Value ($000) $2,431 Avg Close — Range —
Q3 2025
Shares 42,555 Value ($000) $2,430 Avg Close — Range —
Q2 2025
Shares 40,369 Value ($000) $2,295 Avg Close — Range —
Q1 2025
Shares 39,161 Value ($000) $2,238 Avg Close — Range —
Q4 2024
Shares 36,302 Value ($000) $2,088 Avg Close — Range —
Q3 2024
Shares 31,054 Value ($000) $1,848 Avg Close — Range —
Q2 2024
Shares 29,893 Value ($000) $1,694 Avg Close — Range —
Q1 2024
Shares 72,865 Value ($000) $4,216 Avg Close — Range —
Q4 2023
Shares 73,388 Value ($000) $4,035 Avg Close — Range —
Q3 2023
Shares 66,053 Value ($000) $3,538 Avg Close — Range —
Q2 2023
Shares 60,509 Value ($000) $3,348 Avg Close — Range —
Q1 2023
Shares 48,790 Value ($000) $2,664 Avg Close — Range —
Q4 2022
Shares 46,711 Value ($000) $2,545 Avg Close — Range —
Q3 2022
Shares 24,928 Value ($000) $1,277 Avg Close — Range —
Q2 2022
Shares 5,789 Value ($000) $321 Avg Close — Range —
Q1 2022
Shares 5,855 Value ($000) $359 Avg Close — Range —
Q4 2021
Shares 5,870 Value ($000) $371 Avg Close — Range —
Q3 2021
Shares 5,607 Value ($000) $346 Avg Close — Range —