Altus Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.9M Buy
2025
Q2
$1.86M Buy
2025
Q1
$1.83M Buy
2024
Q4
$1.73M Buy
2024
Q3
$1.65M Buy
2024
Q2
$1.33M Sell
2024
Q1
$1.35M Buy
2023
Q4
$734K Buy
2023
Q3
$686K Buy