Altus 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 | $1.86M | Buy |
40,201
+419
| +1% | +$19.4K | 0.89% | 10 |
|
|
2025
Q1 | $1.83M | Buy |
39,782
+1,828
| +5% | +$84.2K | 0.86% | 15 |
|
|
2024
Q4 | $1.73M | Buy |
37,954
+2,370
| +7% | +$108K | 0.77% | 15 |
|
|
2024
Q3 | $1.65M | Buy |
35,584
+6,220
| +21% | +$289K | 0.77% | 14 |
|
|
2024
Q2 | $1.33M | Sell |
29,364
-343
| -1% | -$15.6K | 0.64% | 15 |
|
|
2024
Q1 | $1.35M | Buy |
29,707
+13,621
| +85% | +$621K | 0.71% | 13 |
|
|
2023
Q4 | $734K | Buy |
16,086
+625
| +4% | +$28.5K | 0.44% | 15 |
|
|
2023
Q3 | $686K | Buy |
+15,461
| New | +$686K | 0.48% | 17 |
|