Atlantic Private Wealth’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 | $360K | Hold |
7,773
| – | – | 0.24% | 36 |
|
2025
Q1 | $358K | Hold |
7,773
| – | – | 0.26% | 44 |
|
2024
Q4 | $355K | Hold |
7,773
| – | – | 0.27% | 32 |
|
2024
Q3 | $361K | Hold |
7,773
| – | – | 0.27% | 31 |
|
2024
Q2 | $353K | Hold |
7,773
| – | – | 0.29% | 29 |
|
2024
Q1 | $354K | Hold |
7,773
| – | – | 0.29% | 29 |
|
2023
Q4 | $355K | Hold |
7,773
| – | – | 0.32% | 28 |
|
2023
Q3 | $345K | Hold |
7,773
| – | – | 0.35% | 26 |
|
2023
Q2 | $351K | Buy |
+7,773
| New | +$351K | 0.36% | 24 |
|