Ehrlich Financial Group’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 | $283K | Hold |
6,100
| – | – | 0.18% | 86 |
|
|
2025
Q1 | $281K | Buy |
6,100
+66
| +1% | +$3.04K | 0.2% | 87 |
|
|
2024
Q4 | $275K | Hold |
6,034
| – | – | 0.2% | 88 |
|
|
2024
Q3 | $280K | Hold |
6,034
| – | – | 0.2% | 79 |
|
|
2024
Q2 | $274K | Buy |
6,034
+1,155
| +24% | +$52.5K | 0.22% | 76 |
|
|
2024
Q1 | $222K | Hold |
4,879
| – | – | 0.19% | 89 |
|
|
2023
Q4 | $223K | Buy |
+4,879
| New | +$223K | 0.22% | 90 |
|