Envestnet Asset 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 | $74.1M | Buy |
1,598,821
+726,850
| +83% | +$33.7M | 0.02% | 604 |
|
|
2025
Q1 | $40.2M | Buy |
871,971
+524,416
| +151% | +$24.2M | 0.01% | 801 |
|
|
2024
Q4 | $15.9M | Buy |
347,555
+126,288
| +57% | +$5.76M | 0.01% | 1331 |
|
|
2024
Q3 | $10.3M | Buy |
221,267
+67,924
| +44% | +$3.15M | ﹤0.01% | 1612 |
|
|
2024
Q2 | $6.97M | Buy |
153,343
+24,537
| +19% | +$1.12M | ﹤0.01% | 1795 |
|
|
2024
Q1 | $5.87M | Buy |
128,806
+34,255
| +36% | +$1.56M | ﹤0.01% | 1872 |
|
|
2023
Q4 | $4.31M | Buy |
94,551
+57,134
| +153% | +$2.61M | ﹤0.01% | 1998 |
|
|
2023
Q3 | $1.66M | Buy |
37,417
+11,186
| +43% | +$497K | ﹤0.01% | 2470 |
|
|
2023
Q2 | $1.19M | Buy |
26,231
+13,193
| +101% | +$596K | ﹤0.01% | 2623 |
|
|
2023
Q1 | $597K | Sell |
13,038
-1,642
| -11% | -$75.2K | ﹤0.01% | 3032 |
|
|
2022
Q4 | $662K | Buy |
14,680
+7,604
| +107% | +$343K | ﹤0.01% | 2931 |
|
|
2022
Q3 | $313K | Buy |
7,076
+622
| +10% | +$27.5K | ﹤0.01% | 3310 |
|
|
2022
Q2 | $296K | Buy |
+6,454
| New | +$296K | ﹤0.01% | 3362 |
|