Avantax Advisory Services’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 | $1.45M | Buy |
31,267
+7,701
| +33% | +$357K | 0.01% | 959 |
|
|
2025
Q1 | $1.09M | Buy |
23,566
+16,386
| +228% | +$755K | 0.01% | 1041 |
|
|
2024
Q4 | $328K | Sell |
7,180
-5,144
| -42% | -$235K | ﹤0.01% | 1725 |
|
|
2024
Q3 | $572K | Buy |
12,324
+1,732
| +16% | +$80.3K | ﹤0.01% | 1328 |
|
|
2024
Q2 | $482K | Buy |
10,592
+937
| +10% | +$42.6K | ﹤0.01% | 1386 |
|
|
2024
Q1 | $440K | Buy |
9,655
+5,116
| +113% | +$233K | ﹤0.01% | 1106 |
|
|
2023
Q4 | $207K | Buy |
+4,539
| New | +$207K | ﹤0.01% | 1464 |
|
|
2023
Q2 | – | Sell |
-4,774
| Closed | -$219K | – | 1543 |
|
|
2023
Q1 | $219K | Buy |
+4,774
| New | +$219K | ﹤0.01% | 1323 |
|