DOA
D'Orazio & Associates’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.4M | Buy |
851,022
+25,888
| +3% | +$1.2M | 5.55% | 4 |
|
|
2025
Q1 | $38M | Buy |
825,134
+30,104
| +4% | +$1.39M | 5.76% | 4 |
|
|
2024
Q4 | $36.3M | Buy |
795,030
+38,402
| +5% | +$1.75M | 5.34% | 3 |
|
|
2024
Q3 | $35.1M | Buy |
756,628
+67,039
| +10% | +$3.11M | 4.97% | 5 |
|
|
2024
Q2 | $31.3M | Buy |
689,589
+61,286
| +10% | +$2.79M | 4.81% | 5 |
|
|
2024
Q1 | $28.6M | Buy |
628,303
+86,089
| +16% | +$3.92M | 4.61% | 6 |
|
|
2023
Q4 | $24.7M | Buy |
542,214
+347,647
| +179% | +$15.9M | 4.43% | 8 |
|
|
2023
Q3 | $8.64M | Buy |
194,567
+122,853
| +171% | +$5.45M | 1.94% | 12 |
|
|
2023
Q2 | $3.24M | Buy |
+71,714
| New | +$3.24M | 0.76% | 20 |
|