Journey Strategic Wealth’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 | $9.97M | Buy |
215,267
+40,523
| +23% | +$1.88M | 0.32% | 28 |
|
|
2025
Q1 | $8.05M | Sell |
174,744
-119,812
| -41% | -$5.52M | 0.28% | 27 |
|
|
2024
Q4 | $13.4M | Buy |
294,556
+35,692
| +14% | +$1.63M | 0.5% | 16 |
|
|
2024
Q3 | $12M | Buy |
258,864
+152,780
| +144% | +$7.09M | 0.44% | 17 |
|
|
2024
Q2 | $4.82M | Buy |
106,084
+13,019
| +14% | +$592K | 0.2% | 28 |
|
|
2024
Q1 | $4.24M | Buy |
+93,065
| New | +$4.24M | 0.19% | 27 |
|