FWA
FSM Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Hold |
10,980
| – | – | 0.08% | 153 |
|
|
2025
Q1 | $506K | Buy |
10,980
+53
| +0.5% | +$2.44K | 0.11% | 106 |
|
|
2024
Q4 | $500K | Hold |
10,927
| – | – | 0.12% | 97 |
|
|
2024
Q3 | $507K | Hold |
10,927
| – | – | 0.13% | 94 |
|
|
2024
Q2 | $497K | Hold |
10,927
| – | – | 0.17% | 84 |
|
|
2024
Q1 | $498K | Buy |
10,927
+28
| +0.3% | +$1.28K | 0.18% | 88 |
|
|
2023
Q4 | $497K | Buy |
10,899
+1,627
| +18% | +$74.2K | 0.21% | 82 |
|
|
2023
Q3 | $412K | Hold |
9,272
| – | – | 0.21% | 88 |
|
|
2023
Q2 | $417K | Buy |
9,272
+23
| +0.2% | +$1.03K | 0.21% | 95 |
|
|
2023
Q1 | $423K | Buy |
9,249
+2,225
| +32% | +$102K | 0.25% | 88 |
|
|
2022
Q4 | $317K | Hold |
7,024
| – | – | 0.23% | 101 |
|
|
2022
Q3 | $311K | Buy |
7,024
+2,098
| +43% | +$92.9K | 0.26% | 97 |
|
|
2022
Q2 | $231K | Buy |
+4,926
| New | +$231K | 0.23% | 101 |
|