Integrated Wealth Concepts’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 | $2.07M | Buy |
44,737
+1,549
| +4% | +$71.8K | 0.02% | 604 |
|
|
2025
Q1 | $1.99M | Buy |
43,188
+3,038
| +8% | +$140K | 0.02% | 579 |
|
|
2024
Q4 | $1.83M | Buy |
40,150
+4,791
| +14% | +$219K | 0.02% | 595 |
|
|
2024
Q3 | $1.64M | Sell |
35,359
-154
| -0.4% | -$7.14K | 0.02% | 599 |
|
|
2024
Q2 | $1.61M | Sell |
35,513
-276
| -0.8% | -$12.5K | 0.02% | 583 |
|
|
2024
Q1 | $1.63M | Buy |
35,789
+9,147
| +34% | +$417K | 0.02% | 580 |
|
|
2023
Q4 | $1.22M | Buy |
26,642
+484
| +2% | +$22.1K | 0.02% | 648 |
|
|
2023
Q3 | $1.16M | Buy |
+26,158
| New | +$1.16M | 0.02% | 632 |
|