Continuum Advisory’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 | $4.2M | Buy |
90,738
+14,408
| +19% | +$667K | 0.51% | 47 |
|
|
2025
Q1 | $3.52M | Buy |
76,330
+19,377
| +34% | +$893K | 0.45% | 51 |
|
|
2024
Q4 | $2.6M | Buy |
56,953
+12,088
| +27% | +$551K | 0.33% | 75 |
|
|
2024
Q3 | $2.05M | Buy |
44,865
+43,420
| +3,005% | +$1.98M | 0.26% | 91 |
|
|
2024
Q2 | $65.7K | Hold |
1,445
| – | – | 0.01% | 567 |
|
|
2024
Q1 | $65.3K | Buy |
+1,445
| New | +$65.3K | 0.01% | 557 |
|