Arete Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,564
Closed -$254K 561
2023
Q4
$254K Buy
5,564
+225
+4% +$10.3K 0.02% 594
2023
Q3
$237K Buy
+5,339
New +$237K 0.04% 399