JFS Wealth Advisors’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 | $278K | Sell |
6,000
-1,500
| -20% | -$69.5K | 0.02% | 268 |
|
|
2025
Q1 | $346K | Sell |
7,500
-750
| -9% | -$34.6K | 0.02% | 239 |
|
|
2024
Q4 | $376K | Buy |
8,250
+1,500
| +22% | +$68.4K | 0.03% | 225 |
|
|
2024
Q3 | $313K | Buy |
6,750
+1,750
| +35% | +$81.2K | 0.02% | 246 |
|
|
2024
Q2 | $227K | Buy |
5,000
+550
| +12% | +$25K | 0.02% | 228 |
|
|
2024
Q1 | $203K | Buy |
4,450
+250
| +6% | +$11.4K | 0.02% | 244 |
|
|
2023
Q4 | $192K | Buy |
4,200
+450
| +12% | +$20.5K | 0.02% | 240 |
|
|
2023
Q3 | $167K | Hold |
3,750
| – | – | 0.02% | 238 |
|
|
2023
Q2 | $170K | Buy |
3,750
+150
| +4% | +$6.78K | 0.02% | 235 |
|
|
2023
Q1 | $165K | Buy |
3,600
+100
| +3% | +$4.58K | 0.02% | 234 |
|
|
2022
Q4 | $158K | Buy |
+3,500
| New | +$158K | 0.02% | 235 |
|