Cary Street Partners Investment Advisory’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
Q2 | $442K | Buy |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $172K | Sell |
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|
2024
Q3 | $5.85M | Buy |
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|
2024
Q2 | $4.24M | Buy |
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|
2024
Q1 | $3.73M | Buy |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $2.24M | Buy |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $303K | Buy |
|