Iron Horse Wealth Management’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 | $74.1K | Hold |
1,600
| – | – | 0.02% | 113 |
|
|
2025
Q1 | $73.7K | Buy |
1,600
+600
| +60% | +$27.6K | 0.02% | 96 |
|
|
2024
Q4 | $45.6K | Buy |
1,000
+200
| +25% | +$9.12K | 0.02% | 123 |
|
|
2024
Q3 | $37.1K | Hold |
800
| – | – | 0.01% | 130 |
|
|
2024
Q2 | $36.4K | Hold |
800
| – | – | 0.01% | 125 |
|
|
2024
Q1 | $36.4K | Hold |
800
| – | – | 0.01% | 102 |
|
|
2023
Q4 | $36.5K | Buy |
+800
| New | +$36.5K | 0.02% | 92 |
|