Advisory Alpha’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 | – | Sell |
-4,476
| Closed | -$206K | – | 492 |
|
|
2025
Q1 | $206K | Sell |
4,476
-1,899
| -30% | -$87.5K | 0.01% | 436 |
|
|
2024
Q4 | $291K | Sell |
6,375
-2,207
| -26% | -$101K | 0.01% | 328 |
|
|
2024
Q3 | $398K | Sell |
8,582
-2,407
| -22% | -$112K | 0.01% | 267 |
|
|
2024
Q2 | $500K | Sell |
10,989
-19,658
| -64% | -$894K | 0.02% | 209 |
|
|
2024
Q1 | $1.4M | Buy |
30,647
+701
| +2% | +$31.9K | 0.06% | 129 |
|
|
2023
Q4 | $1.37M | Buy |
29,946
+3,193
| +12% | +$146K | 0.06% | 123 |
|
|
2023
Q3 | $1.19M | Buy |
26,753
+3,739
| +16% | +$166K | 0.06% | 125 |
|
|
2023
Q2 | $1.04M | Buy |
+23,014
| New | +$1.04M | 0.05% | 152 |
|