Blue Chip Partners’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
$6.65M Sell
143,595
-2,800
-2% -$130K 0.54% 41
2025
Q1
$6.74M Sell
146,395
-16,783
-10% -$773K 0.58% 44
2024
Q4
$7.44M Buy
163,178
+12,113
+8% +$553K 0.64% 42
2024
Q3
$7.01M Sell
151,065
-2,065
-1% -$95.8K 0.61% 43
2024
Q2
$6.96M Sell
153,130
-938
-0.6% -$42.6K 0.64% 41
2024
Q1
$7.02M Sell
154,068
-37,605
-20% -$1.71M 0.68% 41
2023
Q4
$8.74M Buy
191,673
+159,501
+496% +$7.27M 0.91% 36
2023
Q3
$1.43M Buy
32,172
+27,741
+626% +$1.23M 0.17% 55
2023
Q2
$200K Buy
+4,431
New +$200K 0.02% 146