Certified Advisory Corp’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 | $15.8M | Buy |
341,625
+14,945
| +5% | +$692K | 1.64% | 9 |
|
|
2025
Q1 | $15.1M | Sell |
326,680
-6,085
| -2% | -$280K | 1.7% | 11 |
|
|
2024
Q4 | $15.2M | Buy |
332,765
+30,906
| +10% | +$1.41M | 1.65% | 11 |
|
|
2024
Q3 | $14M | Buy |
301,859
+67,864
| +29% | +$3.15M | 1.55% | 12 |
|
|
2024
Q2 | $10.6M | Buy |
233,995
+95,787
| +69% | +$4.35M | 1.33% | 16 |
|
|
2024
Q1 | $6.3M | Buy |
138,208
+66,123
| +92% | +$3.01M | 0.88% | 30 |
|
|
2023
Q4 | $3.29M | Buy |
72,085
+6,482
| +10% | +$296K | 0.5% | 66 |
|
|
2023
Q3 | $2.91M | Buy |
65,603
+55,185
| +530% | +$2.45M | 0.54% | 61 |
|
|
2023
Q2 | $471K | Buy |
+10,418
| New | +$471K | 0.09% | 155 |
|