Creative Planning’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 | $565K | Buy |
12,187
+949
| +8% | +$44K | ﹤0.01% | 2345 |
|
|
2025
Q1 | $518K | Hold |
11,238
| – | – | ﹤0.01% | 2245 |
|
|
2024
Q4 | $513K | Buy |
11,238
+814
| +8% | +$37.1K | ﹤0.01% | 2195 |
|
|
2024
Q3 | $484K | Sell |
10,424
-3,780
| -27% | -$175K | ﹤0.01% | 2138 |
|
|
2024
Q2 | $646K | Buy |
+14,204
| New | +$646K | ﹤0.01% | 1740 |
|