Belpointe Asset Management’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
Q1
Sell
-12,543
Closed -$578K 988
2024
Q4
$578K Buy
+12,543
New +$578K 0.03% 477
2024
Q3
Sell
-11,021
Closed -$501K 963
2024
Q2
$501K Sell
11,021
-8,071
-42% -$367K 0.03% 458
2024
Q1
$870K Buy
+19,092
New +$870K 0.07% 305