Focus Financial Network’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 | $4.35M | Sell |
93,844
-144,449
| -61% | -$6.69M | 0.17% | 93 |
|
|
2025
Q1 | $11M | Sell |
238,293
-5,519
| -2% | -$254K | 0.45% | 46 |
|
|
2024
Q4 | $11.2M | Sell |
243,812
-36,467
| -13% | -$1.67M | 0.44% | 44 |
|
|
2024
Q3 | $13M | Buy |
280,279
+31,303
| +13% | +$1.45M | 0.53% | 40 |
|
|
2024
Q2 | $11.4M | Buy |
248,976
+43,720
| +21% | +$2M | 0.49% | 40 |
|
|
2024
Q1 | $9.21M | Sell |
205,256
-15,245
| -7% | -$684K | 0.45% | 43 |
|
|
2023
Q4 | $10.1M | Buy |
220,501
+119,723
| +119% | +$5.49M | 0.38% | 55 |
|
|
2023
Q3 | $4.47M | Buy |
100,778
+13,297
| +15% | +$590K | 0.25% | 80 |
|
|
2023
Q2 | $3.95M | Sell |
87,481
-1,336
| -2% | -$60.4K | 0.22% | 95 |
|
|
2023
Q1 | $4.07M | Buy |
+88,817
| New | +$4.07M | 0.25% | 88 |
|