EverSource Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.1K | Buy |
1,642
+343
| +26% | +$15.9K | ﹤0.01% | 1351 |
|
|
2025
Q1 | $59.9K | Buy |
1,299
+11
| +0.9% | +$507 | ﹤0.01% | 1151 |
|
|
2024
Q4 | $58.8K | Sell |
1,288
-191
| -13% | -$8.72K | ﹤0.01% | 1115 |
|
|
2024
Q3 | $68.6K | Buy |
1,479
+9
| +0.6% | +$418 | ﹤0.01% | 931 |
|
|
2024
Q2 | $67.4K | Buy |
1,470
+14
| +1% | +$642 | ﹤0.01% | 956 |
|
|
2024
Q1 | $65.6K | Buy |
1,456
+566
| +64% | +$25.5K | 0.01% | 873 |
|
|
2023
Q4 | $40.6K | Buy |
890
+14
| +2% | +$638 | ﹤0.01% | 980 |
|
|
2023
Q3 | $38.9K | Buy |
876
+8
| +0.9% | +$355 | ﹤0.01% | 912 |
|
|
2023
Q2 | $39.2K | Hold |
868
| – | – | ﹤0.01% | 928 |
|
|
2023
Q1 | $39.7K | Hold |
868
| – | – | ﹤0.01% | 870 |
|
|
2022
Q4 | $39.2K | Buy |
868
+100
| +13% | +$4.51K | 0.01% | 852 |
|
|
2022
Q3 | $34K | Buy |
768
+450
| +142% | +$19.9K | 0.01% | 736 |
|
|
2022
Q2 | $15K | Hold |
318
| – | – | ﹤0.01% | 912 |
|
|
2022
Q1 | $15K | Hold |
318
| – | – | ﹤0.01% | 815 |
|
|
2021
Q4 | $16K | Buy |
+318
| New | +$16K | ﹤0.01% | 771 |
|