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 |
|