GeoWealth 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 | $417K | Sell |
9,003
-1,419
| -14% | -$65.7K | 0.02% | 447 |
|
|
2025
Q1 | $480K | Buy |
10,422
+1,121
| +12% | +$51.6K | 0.02% | 425 |
|
|
2024
Q4 | $424K | Sell |
9,301
-3,023
| -25% | -$138K | 0.01% | 510 |
|
|
2024
Q3 | $572K | Sell |
12,324
-287
| -2% | -$13.3K | 0.02% | 440 |
|
|
2024
Q2 | $573K | Buy |
12,611
+1,953
| +18% | +$88.8K | 0.02% | 395 |
|
|
2024
Q1 | $486K | Sell |
10,658
-4,150
| -28% | -$189K | 0.02% | 442 |
|
|
2023
Q4 | $676K | Buy |
14,808
+882
| +6% | +$40.3K | 0.06% | 276 |
|
|
2023
Q3 | $618K | Buy |
13,926
+3,547
| +34% | +$157K | 0.07% | 189 |
|
|
2023
Q2 | $469K | Buy |
+10,379
| New | +$469K | 0.05% | 176 |
|