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