Fortress 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 | $15.8M | Buy |
341,851
+22,846
| +7% | +$1.06M | 7.64% | 4 |
|
|
2025
Q1 | $14.7M | Buy |
319,005
+40,211
| +14% | +$1.85M | 7.63% | 4 |
|
|
2024
Q4 | $12.7M | Buy |
278,794
+29,273
| +12% | +$1.34M | 6.17% | 5 |
|
|
2024
Q3 | $11.6M | Buy |
249,521
+27,079
| +12% | +$1.26M | 5.78% | 5 |
|
|
2024
Q2 | $10.1M | Sell |
222,442
-540
| -0.2% | -$24.5K | 5.17% | 5 |
|
|
2024
Q1 | $10.2M | Sell |
222,982
-2,154
| -1% | -$98.1K | 5.24% | 5 |
|
|
2023
Q4 | $10.3M | Sell |
225,136
-4,656
| -2% | -$212K | 5.6% | 5 |
|
|
2023
Q3 | $10.2M | Buy |
229,792
+15,268
| +7% | +$678K | 6.6% | 5 |
|
|
2023
Q2 | $9.7M | Buy |
214,524
+57,166
| +36% | +$2.58M | 6.28% | 5 |
|
|
2023
Q1 | $7.2M | Buy |
157,358
+93,312
| +146% | +$4.27M | 5.05% | 6 |
|
|
2022
Q4 | $2.89M | Buy |
+64,046
| New | +$2.89M | 2.4% | 11 |
|