Beckerman Institutional’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
$2.34M Buy
50,404
+4,460
+10% +$207K 1.55% 16
2025
Q1
$2.12M Buy
45,944
+4,107
+10% +$189K 1.53% 16
2024
Q4
$1.91M Buy
41,837
+6,930
+20% +$316K 1.53% 17
2024
Q3
$1.62M Buy
+34,907
New +$1.62M 1.36% 19