Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
50,454
-2,917
| -5% | -$135K | 0.19% | 118 |
|
|
2025
Q1 | $2.46M | Buy |
53,371
+36,655
| +219% | +$1.69M | 0.17% | 139 |
|
|
2024
Q4 | $763K | Sell |
16,716
-168
| -1% | -$7.66K | 0.04% | 362 |
|
|
2024
Q3 | $783K | Buy |
16,884
+3,649
| +28% | +$169K | 0.04% | 357 |
|
|
2024
Q2 | $602K | Buy |
+13,235
| New | +$602K | 0.04% | 389 |
|
|
2024
Q1 | – | Sell |
-6,618
| Closed | -$332K | – | 771 |
|
|
2023
Q4 | $332K | Sell |
6,618
-5,578
| -46% | -$280K | 0.02% | 519 |
|
|
2023
Q3 | $542K | Buy |
12,196
+789
| +7% | +$35K | 0.04% | 392 |
|
|
2023
Q2 | $516K | Buy |
+11,407
| New | +$516K | 0.04% | 390 |
|