BWP
Bernardo Wealth Planning’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
219,883
+11,113
| +5% | +$515K | 2.21% | 13 |
|
|
2025
Q1 | $9.62M | Buy |
208,770
+7,303
| +4% | +$336K | 2.3% | 15 |
|
|
2024
Q4 | $9.16M | Buy |
201,467
+14,523
| +8% | +$660K | 2.19% | 17 |
|
|
2024
Q3 | $8.61M | Buy |
186,944
+23,469
| +14% | +$1.08M | 2.09% | 16 |
|
|
2024
Q2 | $7.43M | Buy |
163,475
+23,851
| +17% | +$1.08M | 2% | 15 |
|
|
2024
Q1 | $6.36M | Buy |
139,624
+15,410
| +12% | +$702K | 1.77% | 15 |
|
|
2023
Q4 | $5.67M | Buy |
124,214
+23,274
| +23% | +$1.06M | 1.79% | 16 |
|
|
2023
Q3 | $4.48M | Buy |
100,940
+6,677
| +7% | +$296K | 1.77% | 16 |
|
|
2023
Q2 | $4.26M | Buy |
94,263
+11,136
| +13% | +$503K | 1.7% | 16 |
|
|
2023
Q1 | $3.81M | Buy |
83,127
+3,975
| +5% | +$182K | 1.63% | 16 |
|
|
2022
Q4 | $3.57M | Buy |
+79,152
| New | +$3.57M | 1.67% | 16 |
|