CFG
Cooper Financial Group’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
31,880
+6,131
| +24% | +$284K | 0.17% | 102 |
|
|
2025
Q1 | $1.19M | Buy |
25,749
+3,147
| +14% | +$145K | 0.16% | 120 |
|
|
2024
Q4 | $1.03M | Sell |
22,602
-1,038
| -4% | -$47.4K | 0.12% | 143 |
|
|
2024
Q3 | $1.1M | Buy |
23,640
+2,744
| +13% | +$127K | 0.14% | 131 |
|
|
2024
Q2 | $950K | Sell |
20,896
-6,840
| -25% | -$311K | 0.14% | 132 |
|
|
2024
Q1 | $1.26M | Buy |
27,736
+4,955
| +22% | +$226K | 0.21% | 93 |
|
|
2023
Q4 | $1.04M | Buy |
22,781
+7,344
| +48% | +$335K | 0.19% | 108 |
|
|
2023
Q3 | $685K | Buy |
15,437
+4,912
| +47% | +$218K | 0.16% | 141 |
|
|
2023
Q2 | $476K | Buy |
10,525
+5,525
| +111% | +$250K | 0.12% | 199 |
|
|
2023
Q1 | $229K | Buy |
+5,000
| New | +$229K | 0.06% | 273 |
|