Capital Advisors Wealth 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 | $24M | Buy |
517,157
+44,018
| +9% | +$2.04M | 3.76% | 7 |
|
|
2025
Q1 | $21.8M | Buy |
473,139
+2,257
| +0.5% | +$104K | 3.85% | 6 |
|
|
2024
Q4 | $21.5M | Sell |
470,882
-19
| -0% | -$867 | 3.82% | 7 |
|
|
2024
Q3 | $21.8M | Sell |
470,901
-18,436
| -4% | -$855K | 4.02% | 8 |
|
|
2024
Q2 | $22.2M | Buy |
489,337
+2,527
| +0.5% | +$115K | 4.4% | 7 |
|
|
2024
Q1 | $22.2M | Buy |
486,810
+69,528
| +17% | +$3.17M | 4.6% | 7 |
|
|
2023
Q4 | $19M | Sell |
417,282
-39,284
| -9% | -$1.79M | 4.34% | 7 |
|
|
2023
Q3 | $20.3M | Buy |
456,566
+72,142
| +19% | +$3.2M | 5.29% | 6 |
|
|
2023
Q2 | $17.4M | Buy |
384,424
+12,297
| +3% | +$556K | 4.45% | 7 |
|
|
2023
Q1 | $17M | Buy |
372,127
+1,068
| +0.3% | +$48.9K | 4.71% | 5 |
|
|
2022
Q4 | $16.7M | Buy |
371,059
+29,175
| +9% | +$1.32M | 5.07% | 5 |
|
|
2022
Q3 | $15.1M | Sell |
341,884
-2,536
| -0.7% | -$112K | 5.03% | 4 |
|
|
2022
Q2 | $15.8M | Buy |
344,420
+330
| +0.1% | +$15.1K | 5.13% | 5 |
|
|
2022
Q1 | $16.5M | Buy |
+344,090
| New | +$16.5M | 5.05% | 4 |
|