Kestra Advisory Services’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 | $2.38M | Buy |
51,414
+11,544
| +29% | +$535K | 0.01% | 990 |
|
|
2025
Q1 | $1.84M | Buy |
39,870
+4,896
| +14% | +$226K | 0.01% | 1025 |
|
|
2024
Q4 | $1.6M | Buy |
34,974
+19,255
| +122% | +$878K | 0.01% | 1121 |
|
|
2024
Q3 | $729K | Buy |
15,719
+2,864
| +22% | +$133K | ﹤0.01% | 1517 |
|
|
2024
Q2 | $584K | Buy |
12,855
+896
| +7% | +$40.7K | ﹤0.01% | 1671 |
|
|
2024
Q1 | $545K | Buy |
11,959
+4,424
| +59% | +$202K | ﹤0.01% | 1607 |
|
|
2023
Q4 | $344K | Buy |
7,535
+2,741
| +57% | +$125K | ﹤0.01% | 1757 |
|
|
2023
Q3 | $213K | Buy |
+4,794
| New | +$213K | ﹤0.01% | 1900 |
|