AE 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
Q2 | $7.5K | Hold |
162
| – | – | ﹤0.01% | 1912 |
|
|
2025
Q1 | $7.46K | Hold |
162
| – | – | ﹤0.01% | 1891 |
|
|
2024
Q4 | $7.39K | Buy |
+162
| New | +$7.39K | ﹤0.01% | 1872 |
|
|
2024
Q1 | – | Sell |
-23,078
| Closed | -$1.05M | – | 1597 |
|
|
2023
Q4 | $1.05M | Buy |
23,078
+8,191
| +55% | +$374K | 0.01% | 1135 |
|
|
2023
Q3 | $661K | Buy |
14,887
+2,646
| +22% | +$117K | ﹤0.01% | 1253 |
|
|
2023
Q2 | $553K | Buy |
+12,241
| New | +$553K | ﹤0.01% | 1334 |
|