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Essex Financial Services’s JPMorgan Income ETF JPIE Stock Holding History

Essex Financial Services’s Portfolio JPIE Stock Details JPIE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,225
Closed -$238K – 651
2024
Q4 		$238K Buy
5,225
+75
+1% +$3.42K 0.02% 549
2024
Q3 		$237K Sell
5,150
-825
-14% -$38K 0.02% 552
2024
Q2 		$273K Buy
+5,975
New +$273K 0.02% 511