Number of Shares
7,088.00
Current Holdings Value*
$352,840.00
% of Portfolio
0.13%
Total Estimate Gain
$-40,586.22
% of Total Estimate Gain
-2.37%

Independent Wealth Network Inc.'s JPMorgan High Yield Municipal ETF Holding Summary

As of 2025-06-30, Independent Wealth Network Inc. held 7,088.00 shares of JPMorgan High Yield Municipal ETF(JMHI), totaling $352,840.00. This investment constitutes 0.13% of their stock portfolio, and Independent Wealth Network Inc. now holds 0.18% of the outstanding JPMorgan High Yield Municipal ETF(JMHI) stock.

The initial trade took place in 2024Q4. And since then Independent Wealth Network Inc. has made 2 purchases of JMHI, at an average price of $50.59, for a total of 33,917.00 shares. In addition, there have been 1 sales at an average price of $49.53 for 26,829.00 shares. Based on historical transaction data and JMHI's current price of $48.89, Independent Wealth Network Inc.'s estimated gain on his JMHI holdings is $-40,586.22, reflecting a -2.37% gain to date.

Independent Wealth Network Inc. JMHI ($48.89) Holding Chart

Independent Wealth Network Inc. JMHI ($48.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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