Burt Wealth Advisors’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 | $263K | Hold |
5,681
| – | – | 0.06% | 103 |
|
|
2025
Q1 | $262K | Hold |
5,681
| – | – | 0.07% | 100 |
|
|
2024
Q4 | $259K | Hold |
5,681
| – | – | 0.07% | 104 |
|
|
2024
Q3 | $264K | Hold |
5,681
| – | – | 0.06% | 103 |
|
|
2024
Q2 | $258K | Hold |
5,681
| – | – | 0.07% | 97 |
|
|
2024
Q1 | $259K | Hold |
5,681
| – | – | 0.07% | 105 |
|
|
2023
Q4 | $259K | Sell |
5,681
-11,732
| -67% | -$535K | 0.07% | 93 |
|
|
2023
Q3 | $773K | Hold |
17,413
| – | – | 0.24% | 40 |
|
|
2023
Q2 | $787K | Sell |
17,413
-400
| -2% | -$18.1K | 0.24% | 41 |
|
|
2023
Q1 | $815K | Sell |
17,813
-1,560
| -8% | -$71.4K | 0.25% | 33 |
|
|
2022
Q4 | $874K | Buy |
19,373
+10,834
| +127% | +$489K | 0.29% | 32 |
|
|
2022
Q3 | $378K | Buy |
8,539
+255
| +3% | +$11.3K | 0.15% | 54 |
|
|
2022
Q2 | $380K | Buy |
+8,284
| New | +$380K | 0.13% | 57 |
|