Geneos 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 | $11.3M | Sell |
243,851
-35,458
| -13% | -$1.64M | 0.28% | 87 |
|
|
2025
Q1 | $12.9M | Buy |
279,309
+209,836
| +302% | +$9.67M | 0.19% | 136 |
|
|
2024
Q4 | $3.17M | Buy |
69,473
+9,040
| +15% | +$412K | 0.11% | 205 |
|
|
2024
Q3 | $2.8M | Buy |
60,433
+26,609
| +79% | +$1.23M | 0.11% | 223 |
|
|
2024
Q2 | $1.54M | Buy |
33,824
+14,138
| +72% | +$643K | 0.07% | 286 |
|
|
2024
Q1 | $897K | Buy |
+19,686
| New | +$897K | 0.04% | 366 |
|