CreativeOne Wealth’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 | $1.28M | Sell |
27,553
-8,304
| -23% | -$385K | 0.03% | 466 |
|
|
2025
Q1 | $1.65M | Buy |
35,857
+4,363
| +14% | +$201K | 0.05% | 342 |
|
|
2024
Q4 | $1.44M | Sell |
31,494
-5,384
| -15% | -$246K | 0.04% | 364 |
|
|
2024
Q3 | $1.71M | Buy |
36,878
+6,224
| +20% | +$289K | 0.06% | 302 |
|
|
2024
Q2 | $1.39M | Buy |
30,654
+2,178
| +8% | +$99K | 0.07% | 251 |
|
|
2024
Q1 | $1.3M | Buy |
28,476
+5,262
| +23% | +$240K | 0.05% | 324 |
|
|
2023
Q4 | $1.06M | Sell |
23,214
-3,693
| -14% | -$168K | 0.07% | 247 |
|
|
2023
Q3 | $1.2M | Buy |
26,907
+1,262
| +5% | +$56K | 0.09% | 214 |
|
|
2023
Q2 | $1.16M | Buy |
+25,645
| New | +$1.16M | 0.05% | 303 |
|