D.A. Davidson & Co’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 | $4.9M | Buy |
105,869
+16,915
| +19% | +$784K | 0.03% | 349 |
|
|
2025
Q1 | $4.1M | Buy |
88,954
+60,160
| +209% | +$2.77M | 0.03% | 367 |
|
|
2024
Q4 | $1.31M | Buy |
28,794
+22,444
| +353% | +$1.02M | 0.01% | 683 |
|
|
2024
Q3 | $295K | Buy |
6,350
+500
| +9% | +$23.2K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $266K | Buy |
5,850
+242
| +4% | +$11K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $256K | Buy |
5,608
+983
| +21% | +$44.8K | ﹤0.01% | 1229 |
|
|
2023
Q4 | $211K | Buy |
4,625
+31
| +0.7% | +$1.41K | ﹤0.01% | 1236 |
|
|
2023
Q3 | $204K | Buy |
4,594
+88
| +2% | +$3.91K | ﹤0.01% | 1224 |
|
|
2023
Q2 | $204K | Sell |
4,506
-80
| -2% | -$3.62K | ﹤0.01% | 1234 |
|
|
2023
Q1 | $210K | Buy |
+4,586
| New | +$210K | ﹤0.01% | 1215 |
|