Centurion 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 | $2.48M | Buy |
53,534
+8,001
| +18% | +$371K | 0.71% | 34 |
|
|
2025
Q1 | $2.08M | Hold |
45,533
| – | – | 0.65% | 32 |
|
|
2024
Q4 | $2.08M | Buy |
45,533
+1,219
| +3% | +$55.6K | 0.65% | 32 |
|
|
2024
Q3 | $2.06M | Buy |
+44,314
| New | +$2.06M | 0.66% | 29 |
|
|
2024
Q1 | $1.74M | Buy |
38,122
+9,900
| +35% | +$451K | 0.68% | 31 |
|
|
2023
Q4 | $1.29M | Buy |
28,222
+2,113
| +8% | +$96.4K | 0.55% | 36 |
|
|
2023
Q3 | $1.16M | Buy |
26,109
+5,456
| +26% | +$242K | 0.57% | 37 |
|
|
2023
Q2 | $934K | Buy |
+20,653
| New | +$934K | 0.45% | 48 |
|