Diversified’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$28.8M Buy
620,213
+19,036
+3% +$883K 3.16% 8
2024
Q2
$27.3M Buy
601,177
+21,215
+4% +$964K 3.21% 8
2024
Q1
$26.4M Buy
579,962
+194,911
+51% +$8.88M 3.63% 8
2023
Q4
$17.6M Buy
385,051
+13,072
+4% +$596K 3.8% 7
2023
Q3
$16.5M Buy
371,979
+18,524
+5% +$822K 4.28% 7
2023
Q2
$16M Buy
+353,455
New +$16M 4.07% 7