Daymark Wealth Partners’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 | $10.7M | Sell |
230,805
-72,535
| -24% | -$3.36M | 0.41% | 51 |
|
|
2025
Q1 | $14M | Buy |
303,340
+75,340
| +33% | +$3.47M | 0.6% | 43 |
|
|
2024
Q4 | $10.4M | Sell |
228,000
-14,171
| -6% | -$646K | 0.44% | 47 |
|
|
2024
Q3 | $11.2M | Buy |
242,171
+72,902
| +43% | +$3.38M | 0.48% | 50 |
|
|
2024
Q2 | $7.69M | Buy |
169,269
+35,630
| +27% | +$1.62M | 0.35% | 62 |
|
|
2024
Q1 | $6.09M | Buy |
133,639
+20,110
| +18% | +$916K | 0.33% | 75 |
|
|
2023
Q4 | $5.18M | Buy |
113,529
+151
| +0.1% | +$6.89K | 0.32% | 76 |
|
|
2023
Q3 | $5.03M | Buy |
113,378
+58,590
| +107% | +$2.6M | 0.35% | 67 |
|
|
2023
Q2 | $2.48M | Buy |
54,788
+49,538
| +944% | +$2.24M | 0.18% | 104 |
|
|
2023
Q1 | $240K | Buy |
+5,250
| New | +$240K | 0.03% | 257 |
|