Burns Matteson Capital 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
Q2 | $206K | Hold |
4,440
| – | – | 0.1% | 170 |
|
|
2025
Q1 | $205K | Hold |
4,440
| – | – | 0.11% | 154 |
|
|
2024
Q4 | $203K | Hold |
4,440
| – | – | 0.11% | 147 |
|
|
2024
Q3 | $206K | Sell |
4,440
-708
| -14% | -$32.8K | 0.12% | 145 |
|
|
2024
Q2 | $234K | Sell |
5,148
-3,130
| -38% | -$142K | 0.15% | 129 |
|
|
2024
Q1 | $377K | Sell |
8,278
-2,594
| -24% | -$118K | 0.24% | 109 |
|
|
2023
Q4 | $496K | Sell |
10,872
-730
| -6% | -$33.3K | 0.35% | 96 |
|
|
2023
Q3 | $515K | Buy |
11,602
+6
| +0.1% | +$266 | 0.33% | 89 |
|
|
2023
Q2 | $524K | Hold |
11,596
| – | – | 0.32% | 94 |
|
|
2023
Q1 | $531K | Buy |
11,596
+992
| +9% | +$45.4K | 0.34% | 86 |
|
|
2022
Q4 | $478K | Buy |
+10,604
| New | +$478K | 0.32% | 98 |
|