FSM Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $510K | Hold |
|
|||||
|
2025
Q2 | $506K | Hold |
|
|||||
|
2025
Q1 | $506K | Buy |
|
|||||
|
2024
Q4 | $500K | Hold |
|
|||||
|
2024
Q3 | $507K | Hold |
|
|||||
|
2024
Q2 | $497K | Hold |
|
|||||
|
2024
Q1 | $498K | Buy |
|
|||||
|
2023
Q4 | $497K | Buy |
|
|||||
|
2023
Q3 | $412K | Hold |
|
|||||
|
2023
Q2 | $417K | Buy |
|
|||||
|
2023
Q1 | $423K | Buy |
|
|||||
|
2022
Q4 | $317K | Hold |
|
|||||
|
2022
Q3 | $311K | Buy |
|
|||||
|
2022
Q2 | $231K | Buy |
|