49 Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,705
| Closed | -$215K | – | 200 |
|
|
2024
Q4 | $215K | Sell |
4,705
-9,996
| -68% | -$456K | 0.03% | 151 |
|
|
2024
Q3 | $682K | Sell |
14,701
-7,270
| -33% | -$337K | 0.11% | 68 |
|
|
2024
Q2 | $992K | Sell |
21,971
-111,490
| -84% | -$5.04M | 0.2% | 57 |
|
|
2024
Q1 | $6.03M | Sell |
133,461
-18,948
| -12% | -$857K | 1.29% | 20 |
|
|
2023
Q4 | $6.95M | Buy |
+152,409
| New | +$6.95M | 1.79% | 17 |
|