LGT Financial Advisors’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 | $32.2K | Sell |
695
-257
| -27% | -$11.9K | 0.08% | 126 |
|
|
2025
Q1 | $43.9K | Buy |
952
+93
| +11% | +$4.29K | 0.13% | 107 |
|
|
2024
Q4 | $39.2K | Sell |
859
-160
| -16% | -$7.3K | 0.09% | 185 |
|
|
2024
Q3 | $47.3K | Buy |
1,019
+438
| +75% | +$20.3K | 0.12% | 128 |
|
|
2024
Q2 | $26.4K | Buy |
581
+1
| +0.2% | +$45 | 0.06% | 244 |
|
|
2024
Q1 | $26.4K | Sell |
580
-32
| -5% | -$1.46K | 0.03% | 312 |
|
|
2023
Q4 | $27.9K | Sell |
612
-1,518
| -71% | -$69.2K | 0.03% | 278 |
|
|
2023
Q3 | $94.6K | Sell |
2,130
-381
| -15% | -$16.9K | 0.12% | 161 |
|
|
2023
Q2 | $113K | Buy |
2,511
+1,616
| +181% | +$73K | 0.12% | 133 |
|
|
2023
Q1 | $41K | Buy |
+895
| New | +$41K | 0.08% | 89 |
|