Farther Finance 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 | $507K | Sell |
10,935
-2,334
| -18% | -$108K | 0.01% | 900 |
|
|
2025
Q1 | $609K | Sell |
13,269
-1,886
| -12% | -$86.6K | 0.02% | 697 |
|
|
2024
Q4 | $691K | Sell |
15,155
-744
| -5% | -$33.9K | 0.03% | 493 |
|
|
2024
Q3 | $738K | Buy |
15,899
+3,270
| +26% | +$152K | 0.03% | 450 |
|
|
2024
Q2 | $570K | Sell |
12,629
-649
| -5% | -$29.3K | 0.03% | 444 |
|
|
2024
Q1 | $600K | Buy |
13,278
+2,977
| +29% | +$135K | 0.04% | 356 |
|
|
2023
Q4 | $470K | Buy |
10,301
+2,419
| +31% | +$110K | 0.03% | 362 |
|
|
2023
Q3 | $350K | Buy |
7,882
+1,510
| +24% | +$67K | 0.05% | 265 |
|
|
2023
Q2 | $288K | Buy |
6,372
+3,352
| +111% | +$152K | 0.06% | 254 |
|
|
2023
Q1 | $138K | Buy |
+3,020
| New | +$138K | 0.04% | 324 |
|