EverSource Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.1K | Buy |
|
|||||
|
2025
Q1 | $59.9K | Buy |
|
|||||
|
2024
Q4 | $58.8K | Sell |
|
|||||
|
2024
Q3 | $68.6K | Buy |
|
|||||
|
2024
Q2 | $67.4K | Buy |
|
|||||
|
2024
Q1 | $65.6K | Buy |
|
|||||
|
2023
Q4 | $40.6K | Buy |
|
|||||
|
2023
Q3 | $38.9K | Buy |
|
|||||
|
2023
Q2 | $39.2K | Hold |
|
|||||
|
2023
Q1 | $39.7K | Hold |
|
|||||
|
2022
Q4 | $39.2K | Buy |
|
|||||
|
2022
Q3 | $34K | Buy |
|
|||||
|
2022
Q2 | $15K | Hold |
|
|||||
|
2022
Q1 | $15K | Hold |
|
|||||
|
2021
Q4 | $16K | Buy |
|