Burt Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $264K | Hold |
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|
2025
Q2 | $263K | Hold |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $259K | Sell |
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|
2023
Q3 | $773K | Hold |
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|
2023
Q2 | $787K | Sell |
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|
2023
Q1 | $815K | Sell |
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|
2022
Q4 | $874K | Buy |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $380K | Buy |
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