Fiduciary Alliance’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
$3.7M Buy
79,964
+32,346
+68% +$1.5M 0.28% 86
2025
Q1
$2.19M Buy
47,618
+678
+1% +$31.2K 0.22% 107
2024
Q4
$2.14M Buy
46,940
+2,048
+5% +$93.4K 0.22% 106
2024
Q3
$2.08M Buy
44,892
+7,697
+21% +$357K 0.28% 86
2024
Q2
$1.68M Buy
37,195
+3,239
+10% +$147K 0.27% 76
2024
Q1
$1.54M Buy
33,956
+2,098
+7% +$94.9K 0.27% 78
2023
Q4
$1.45M Buy
+31,858
New +$1.45M 0.29% 69