JFS Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $278K | Hold |
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|
2025
Q2 | $278K | Sell |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $376K | Buy |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $227K | Buy |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q4 | $192K | Buy |
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|
2023
Q3 | $167K | Hold |
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|
2023
Q2 | $170K | Buy |
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|
2023
Q1 | $165K | Buy |
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|
2022
Q4 | $158K | Buy |
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