Bridgewealth Advisory Group’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 | $5.73M | Buy |
123,756
+100,314
| +428% | +$4.65M | 1.45% | 21 |
|
|
2025
Q1 | $1.08M | Sell |
23,442
-101,463
| -81% | -$4.67M | 1.42% | 23 |
|
|
2024
Q4 | $5.72M | Buy |
124,905
+19,958
| +19% | +$914K | 1.62% | 22 |
|
|
2024
Q3 | $4.87M | Buy |
104,947
+16,116
| +18% | +$748K | 1.77% | 20 |
|
|
2024
Q2 | $4.04M | Buy |
88,831
+20,849
| +31% | +$948K | 1.79% | 22 |
|
|
2024
Q1 | $3.1M | Buy |
67,982
+56,539
| +494% | +$2.58M | 1.52% | 23 |
|
|
2023
Q4 | $522K | Buy |
+11,443
| New | +$522K | 0.4% | 42 |
|