Financial Management Professionals’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 | $8.42M | Sell |
181,823
-9,618
| -5% | -$446K | 0.95% | 24 |
|
|
2025
Q1 | $8.82M | Sell |
191,441
-5,861
| -3% | -$270K | 1.13% | 18 |
|
|
2024
Q4 | $9M | Sell |
197,302
-5,282
| -3% | -$241K | 1.14% | 19 |
|
|
2024
Q3 | $9.4M | Sell |
202,584
-4,659
| -2% | -$216K | 1.17% | 20 |
|
|
2024
Q2 | $9.42M | Sell |
207,243
-5,763
| -3% | -$262K | 1.29% | 19 |
|
|
2024
Q1 | $9.71M | Sell |
213,006
-8,690
| -4% | -$396K | 1.43% | 19 |
|
|
2023
Q4 | $10.1M | Sell |
221,696
-2,578
| -1% | -$118K | 1.65% | 18 |
|
|
2023
Q3 | $9.96M | Buy |
224,274
+6,692
| +3% | +$297K | 1.75% | 16 |
|
|
2023
Q2 | $9.84M | Buy |
217,582
+3,257
| +2% | +$147K | 1.65% | 18 |
|
|
2023
Q1 | $9.81M | Buy |
214,325
+527
| +0.2% | +$24.1K | 1.89% | 16 |
|
|
2022
Q4 | $9.65M | Sell |
213,798
-37,892
| -15% | -$1.71M | 1.97% | 15 |
|
|
2022
Q3 | $11.2M | Buy |
251,690
+27,538
| +12% | +$1.22M | 2.55% | 11 |
|
|
2022
Q2 | $10.3M | Buy |
224,152
+44,716
| +25% | +$2.05M | 2.49% | 11 |
|
|
2022
Q1 | $8.61M | Buy |
179,436
+61,182
| +52% | +$2.94M | 1.87% | 16 |
|
|
2021
Q4 | $5.94M | Buy |
+118,254
| New | +$5.94M | 1.26% | 23 |
|