Commonwealth Equity Services’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 | $17.6M | Buy |
380,325
+68,562
| +22% | +$3.18M | 0.02% | 627 |
|
|
2025
Q1 | $14.4M | Buy |
311,763
+173,476
| +125% | +$7.99M | 0.02% | 689 |
|
|
2024
Q4 | $6.31M | Buy |
138,287
+9,784
| +8% | +$446K | 0.01% | 1095 |
|
|
2024
Q3 | $5.96M | Buy |
128,503
+25,966
| +25% | +$1.2M | 0.01% | 1105 |
|
|
2024
Q2 | $4.66M | Buy |
102,537
+10,918
| +12% | +$496K | 0.01% | 1235 |
|
|
2024
Q1 | $4.17M | Buy |
91,619
+9,182
| +11% | +$418K | 0.01% | 1290 |
|
|
2023
Q4 | $3.76M | Buy |
82,437
+40,509
| +97% | +$1.85M | 0.01% | 1278 |
|
|
2023
Q3 | $1.86M | Buy |
41,928
+8,998
| +27% | +$400K | ﹤0.01% | 1650 |
|
|
2023
Q2 | $1.49M | Buy |
32,930
+2,370
| +8% | +$107K | ﹤0.01% | 1820 |
|
|
2023
Q1 | $1.4K | Buy |
30,560
+4,119
| +16% | +$188 | ﹤0.01% | 1801 |
|
|
2022
Q4 | $1.19M | Buy |
26,441
+20,826
| +371% | +$940K | ﹤0.01% | 1852 |
|
|
2022
Q3 | $248K | Buy |
+5,615
| New | +$248K | ﹤0.01% | 2976 |
|