Family Asset Management’s JPMorgan Income ETF JPIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.51M | Buy |
54,086
+10,345
| +24% | +$480K | 1.51% | 17 |
|
|
2024
Q2 | $1.99M | Sell |
43,741
-137,891
| -76% | -$6.27M | 1.28% | 17 |
|
|
2024
Q1 | $8.28M | Buy |
181,632
+1,675
| +0.9% | +$76.3K | 5.17% | 3 |
|
|
2023
Q4 | $8.21M | Sell |
179,957
-15,237
| -8% | -$695K | 5.48% | 3 |
|
|
2023
Q3 | $8.67M | Sell |
195,194
-69,790
| -26% | -$3.1M | 6.39% | 2 |
|
|
2023
Q2 | $12M | Buy |
264,984
+264,971
| +2,038,238% | +$12M | 8.09% | 2 |
|
|
2023
Q1 | $595 | Sell |
13
-73
| -85% | -$3.34K | ﹤0.01% | 172 |
|
|
2022
Q4 | $3.88K | Buy |
+86
| New | +$3.88K | ﹤0.01% | 147 |
|