Koshinski Asset 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-5,615
| Closed | -$257K | – | 638 |
|
2023
Q1 | $257K | Hold |
5,615
| – | – | 0.03% | 459 |
|
2022
Q4 | $253K | Hold |
5,615
| – | – | 0.02% | 502 |
|
2022
Q3 | $249K | Buy |
+5,615
| New | +$249K | 0.03% | 450 |
|
2022
Q2 | – | Sell |
-3,231
| Closed | -$155K | – | 1343 |
|
2022
Q1 | $155K | Buy |
3,231
+750
| +30% | +$36K | 0.01% | 679 |
|
2021
Q4 | $125K | Buy |
+2,481
| New | +$125K | 0.01% | 775 |
|