Atria Wealth Solutions’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
$996K Sell
21,513
-278,451
-93% -$12.9M 0.02% 633
2025
Q1
$13.8M Buy
299,964
+132,534
+79% +$6.11M 0.17% 134
2024
Q4
$7.64M Buy
167,430
+105,892
+172% +$4.83M 0.08% 248
2024
Q3
$2.85M Buy
61,538
+44,493
+261% +$2.06M 0.03% 509
2024
Q2
$775K Sell
17,045
-389
-2% -$17.7K 0.01% 1006
2024
Q1
$794K Sell
17,434
-10
-0.1% -$456 0.01% 1011
2023
Q4
$796K Buy
+17,444
New +$796K 0.01% 968