Addison Capital’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
Q2
$1.71M Buy
36,996
+8,613
+30% +$399K 0.6% 48
2025
Q1
$1.31M Buy
28,383
+11,273
+66% +$519K 0.51% 57
2024
Q4
$781K Buy
17,110
+8,677
+103% +$396K 0.31% 78
2024
Q3
$391K Buy
8,433
+3,529
+72% +$164K 0.16% 104
2024
Q2
$223K Buy
+4,904
New +$223K 0.1% 130