Echo Wealth Management’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 | $22.7M | Buy |
489,979
+15,384
| +3% | +$713K | 13.91% | 1 |
|
|
2025
Q1 | $21.9M | Buy |
474,595
+34,534
| +8% | +$1.59M | 14.77% | 1 |
|
|
2024
Q4 | $20.1M | Buy |
440,061
+5,719
| +1% | +$261K | 13.87% | 1 |
|
|
2024
Q3 | $19.9M | Buy |
434,342
+78,505
| +22% | +$3.61M | 13.95% | 1 |
|
|
2024
Q2 | $16.2M | Buy |
355,837
+39,487
| +12% | +$1.8M | 12.19% | 1 |
|
|
2024
Q1 | $14.4M | Buy |
316,350
+21,776
| +7% | +$992K | 11.95% | 1 |
|
|
2023
Q4 | $13.4M | Buy |
+294,574
| New | +$13.4M | 12.48% | 1 |
|