Heritage Financial Services’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 | $107M | Buy |
|
|||||
|
2025
Q2 | $102M | Buy |
|
|||||
|
2025
Q1 | $101M | Sell |
|
|||||
|
2024
Q4 | $112M | Buy |
|
|||||
|
2024
Q3 | $110M | Buy |
|
|||||
|
2024
Q2 | $103M | Buy |
|
|||||
|
2024
Q1 | $98.9M | Buy |
|
|||||
|
2023
Q4 | $93.4M | Buy |
|
|||||
|
2023
Q3 | $90.8M | Buy |
|
|||||
|
2023
Q2 | $85.9M | Buy |
|
|||||
|
2023
Q1 | $80.6M | Buy |
|
|||||
|
2022
Q4 | $72.8M | Buy |
|
|||||
|
2022
Q3 | $407K | Sell |
|
|||||
|
2022
Q2 | $514K | Buy |
|