Indie Asset Partners’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 | – | Sell |
-24,179
| Closed | -$1.11M | – | 90 |
|
2025
Q1 | $1.11M | Sell |
24,179
-3,906
| -14% | -$180K | 0.97% | 15 |
|
2024
Q4 | $1.28M | Buy |
28,085
+1,762
| +7% | +$80.4K | 1.01% | 16 |
|
2024
Q3 | $1.22M | Buy |
26,323
+1,699
| +7% | +$78.8K | 0.91% | 16 |
|
2024
Q2 | $1.12M | Buy |
24,624
+10,871
| +79% | +$494K | 0.89% | 16 |
|
2024
Q1 | $627K | Buy |
13,753
+9,252
| +206% | +$422K | 0.56% | 30 |
|
2023
Q4 | $205K | Buy |
+4,501
| New | +$205K | 0.19% | 77 |
|