Herold Advisors’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 | $1.96M | Buy |
42,358
+605
| +1% | +$28K | 0.41% | 69 |
|
|
2025
Q1 | $1.92M | Sell |
41,753
-703
| -2% | -$32.4K | 0.42% | 69 |
|
|
2024
Q4 | $1.94M | Buy |
42,456
+467
| +1% | +$21.3K | 0.42% | 64 |
|
|
2024
Q3 | $1.95M | Buy |
41,989
+281
| +0.7% | +$13K | 0.42% | 63 |
|
|
2024
Q2 | $1.9M | Buy |
41,708
+1,901
| +5% | +$86.4K | 0.44% | 60 |
|
|
2024
Q1 | $1.81M | Sell |
39,807
-2,398
| -6% | -$109K | 0.44% | 66 |
|
|
2023
Q4 | $1.92M | Buy |
42,205
+3,706
| +10% | +$169K | 0.53% | 57 |
|
|
2023
Q3 | $1.71M | Buy |
38,499
+4,590
| +14% | +$204K | 0.52% | 56 |
|
|
2023
Q2 | $1.53M | Buy |
33,909
+15,268
| +82% | +$690K | 0.47% | 64 |
|
|
2023
Q1 | $853K | Buy |
18,641
+4,180
| +29% | +$191K | 0.29% | 97 |
|
|
2022
Q4 | $652K | Buy |
14,461
+6,802
| +89% | +$307K | 0.28% | 98 |
|
|
2022
Q3 | $339K | Buy |
7,659
+1,289
| +20% | +$57.1K | 0.16% | 137 |
|
|
2022
Q2 | $292K | Buy |
6,370
+3,260
| +105% | +$149K | 0.13% | 157 |
|
|
2022
Q1 | $149K | Buy |
+3,110
| New | +$149K | 0.05% | 233 |
|