Herold Advisors’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
Q2 | $1.96M | Buy |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.9M | Buy |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $853K | Buy |
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|
2022
Q4 | $652K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $149K | Buy |
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