Evolution Wealth Advisors’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 | $4.75M | Buy |
102,471
+15,020
| +17% | +$696K | 0.69% | 27 |
|
|
2025
Q1 | $4.03M | Buy |
87,451
+26,335
| +43% | +$1.21M | 0.67% | 29 |
|
|
2024
Q4 | $2.79M | Sell |
61,116
-2,575
| -4% | -$117K | 0.47% | 39 |
|
|
2024
Q3 | $2.95M | Buy |
63,691
+20
| +0% | +$928 | 0.53% | 40 |
|
|
2024
Q2 | $2.89M | Sell |
63,671
-2,470
| -4% | -$112K | 0.56% | 38 |
|
|
2024
Q1 | $3.01M | Sell |
66,141
-3,045
| -4% | -$139K | 0.58% | 36 |
|
|
2023
Q4 | $3.16M | Sell |
69,186
-1,769
| -2% | -$80.7K | 0.63% | 38 |
|
|
2023
Q3 | $3.15M | Sell |
70,955
-790
| -1% | -$35.1K | 0.7% | 35 |
|
|
2023
Q2 | $3.24M | Buy |
71,745
+580
| +0.8% | +$26.2K | 0.72% | 34 |
|
|
2023
Q1 | $3.26M | Sell |
71,165
-2,365
| -3% | -$108K | 0.78% | 32 |
|
|
2022
Q4 | $3.32M | Buy |
+73,530
| New | +$3.32M | 0.84% | 33 |
|