EWA
Etesian Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
125,936
+59,524
| +90% | +$2.76M | 2.18% | 12 |
|
|
2025
Q1 | $3.06M | Buy |
66,412
+26,779
| +68% | +$1.23M | 1.32% | 18 |
|
|
2024
Q4 | $1.81M | Buy |
39,633
+10,493
| +36% | +$479K | 0.8% | 30 |
|
|
2024
Q3 | $1.35M | Buy |
+29,140
| New | +$1.35M | 0.61% | 51 |
|