Focus Partners Wealth’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
$5.22M Buy
112,665
+12,675
+13% +$587K 0.01% 661
2025
Q1
$4.61M Buy
99,990
+42,063
+73% +$1.94M 0.01% 643
2024
Q4
$2.64M Buy
57,927
+1,777
+3% +$81.1K 0.01% 772
2024
Q3
$2.6M Buy
56,150
+12,098
+27% +$561K 0.01% 710
2024
Q2
$2M Buy
+44,052
New +$2M 0.01% 652