Glassman Wealth Services’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-210
Closed -$9.74K 191
2024
Q3
$9.74K Buy
210
+5
+2% +$232 ﹤0.01% 147
2024
Q2
$9.32K Buy
205
+65
+46% +$2.96K ﹤0.01% 154
2024
Q1
$6.38K Buy
+140
New +$6.38K ﹤0.01% 175