Lake Street Private 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 | $222K | Sell |
4,783
-909
| -16% | -$42.1K | 0.03% | 240 |
|
|
2025
Q1 | $262K | Buy |
5,692
+779
| +16% | +$35.9K | 0.04% | 212 |
|
|
2024
Q4 | $224K | Buy |
4,913
+125
| +3% | +$5.7K | 0.04% | 224 |
|
|
2024
Q3 | $222K | Sell |
4,788
-944
| -16% | -$43.8K | 0.04% | 234 |
|
|
2024
Q2 | $261K | Sell |
5,732
-5,934
| -51% | -$270K | 0.03% | 277 |
|
|
2024
Q1 | $532K | Sell |
11,666
-65
| -0.6% | -$2.96K | 0.07% | 221 |
|
|
2023
Q4 | $535K | Buy |
11,731
+637
| +6% | +$29.1K | 0.08% | 206 |
|
|
2023
Q3 | $492K | Buy |
+11,094
| New | +$492K | 0.09% | 185 |
|