FMA Wealth 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 | $12.1M | Buy |
262,258
+15,006
| +6% | +$695K | 8.99% | 5 |
|
|
2025
Q1 | $11.4M | Buy |
247,252
+1,959
| +0.8% | +$90.5K | 8.77% | 6 |
|
|
2024
Q4 | $11.2M | Buy |
245,293
+3,071
| +1% | +$140K | 8.33% | 6 |
|
|
2024
Q3 | $11.2M | Buy |
242,222
+76,807
| +46% | +$3.56M | 8.15% | 6 |
|
|
2024
Q2 | $7.52M | Sell |
165,415
-32,093
| -16% | -$1.46M | 6.08% | 6 |
|
|
2024
Q1 | $9.21M | Buy |
197,508
+44,065
| +29% | +$2.06M | 7.63% | 6 |
|
|
2023
Q4 | $7M | Buy |
+153,443
| New | +$7M | 6.38% | 6 |
|