Econ Financial Services’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
Q1
Sell
-49,937
Closed -$2.28M 93
2024
Q4
$2.28M Sell
49,937
-8,992
-15% -$410K 1.31% 23
2024
Q3
$2.73M Buy
58,929
+5,669
+11% +$263K 1.53% 13
2024
Q2
$2.42M Sell
53,260
-129
-0.2% -$5.86K 1.5% 19
2024
Q1
$2.43M Buy
53,389
+597
+1% +$27.2K 1.51% 21
2023
Q4
$2.41M Buy
52,792
+8,687
+20% +$396K 1.69% 19
2023
Q3
$1.96M Buy
+44,105
New +$1.96M 1.43% 18