Axxcess Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
75,646
-26,008
| -26% | -$1.2M | 0.08% | 189 |
|
|
2025
Q1 | $4.68M | Buy |
101,654
+68,071
| +203% | +$3.14M | 0.12% | 140 |
|
|
2024
Q4 | $1.53M | Sell |
33,583
-3,359
| -9% | -$153K | 0.04% | 330 |
|
|
2024
Q3 | $1.71M | Sell |
36,942
-7,979
| -18% | -$370K | 0.04% | 294 |
|
|
2024
Q2 | $2.04M | Sell |
44,921
-31,440
| -41% | -$1.43M | 0.05% | 250 |
|
|
2024
Q1 | $3.48M | Sell |
76,361
-4,883
| -6% | -$222K | 0.1% | 169 |
|
|
2023
Q4 | $3.71M | Buy |
81,244
+55,450
| +215% | +$2.53M | 0.11% | 154 |
|
|
2023
Q3 | $1.15M | Buy |
25,794
+13,544
| +111% | +$601K | 0.04% | 296 |
|
|
2023
Q2 | $554K | Buy |
+12,250
| New | +$554K | 0.04% | 332 |
|