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