IEQ Capital’s JPMorgan Income ETF JPIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,108
| Closed | -$1.11M | – | 968 |
|
|
2023
Q3 | $1.11M | Hold |
25,108
| – | – | 0.02% | 379 |
|
|
2023
Q2 | $1.13M | Hold |
25,108
| – | – | 0.02% | 366 |
|
|
2023
Q1 | $1.15M | Buy |
25,108
+4,780
| +24% | +$219K | 0.03% | 356 |
|
|
2022
Q4 | $917K | Buy |
+20,328
| New | +$917K | 0.03% | 381 |
|
|
2022
Q3 | – | Sell |
-7,192
| Closed | -$330K | – | 858 |
|
|
2022
Q2 | $330K | Buy |
7,192
+44
| +0.6% | +$2.02K | 0.01% | 582 |
|
|
2022
Q1 | $343K | Buy |
+7,148
| New | +$343K | 0.01% | 602 |
|