First Heartland Consultants’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 | $972K | Buy |
+20,985
| New | +$972K | 0.09% | 169 |
|
|
2024
Q4 | – | Sell |
-11,699
| Closed | -$543K | – | 481 |
|
|
2024
Q3 | $543K | Sell |
11,699
-38,023
| -76% | -$1.76M | 0.06% | 226 |
|
|
2024
Q2 | $2.26K | Sell |
49,722
-512
| -1% | -$23 | 0.16% | 100 |
|
|
2024
Q1 | $2.29M | Buy |
50,234
+2,674
| +6% | +$122K | 0.24% | 102 |
|
|
2023
Q4 | $2.17M | Buy |
47,560
+5,848
| +14% | +$267K | 0.26% | 90 |
|
|
2023
Q3 | $1.85M | Buy |
41,712
+571
| +1% | +$25.4K | 0.23% | 99 |
|
|
2023
Q2 | $1.86M | Buy |
41,141
+1,335
| +3% | +$60.3K | 0.24% | 94 |
|
|
2023
Q1 | $1.82M | Buy |
+39,806
| New | +$1.82M | 0.27% | 89 |
|