First Citizens Financial Corp’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 | $2.01M | Sell |
43,470
-2,701
| -6% | -$125K | 1.11% | 22 |
|
|
2025
Q1 | $2.13M | Buy |
46,171
+1,656
| +4% | +$76.3K | 1.2% | 23 |
|
|
2024
Q4 | $2.03M | Buy |
44,515
+4,810
| +12% | +$219K | 1.1% | 28 |
|
|
2024
Q3 | $1.84M | Sell |
39,705
-425
| -1% | -$19.7K | 0.97% | 30 |
|
|
2024
Q2 | $1.82M | Buy |
40,130
+1,239
| +3% | +$56.3K | 1.08% | 24 |
|
|
2024
Q1 | $1.77M | Buy |
38,891
+1,111
| +3% | +$50.6K | 1.05% | 25 |
|
|
2023
Q4 | $1.72M | Buy |
37,780
+12,530
| +50% | +$571K | 1.11% | 26 |
|
|
2023
Q3 | $1.12M | Buy |
25,250
+5,792
| +30% | +$257K | 0.79% | 32 |
|
|
2023
Q2 | $880K | Buy |
+19,458
| New | +$880K | 0.6% | 35 |
|