Lionsbridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Buy |
137,697
+3,819
| +3% | +$177K | 6.35% | 2 |
|
|
2025
Q1 | $6.17M | Sell |
133,878
-18,335
| -12% | -$845K | 5.48% | 3 |
|
|
2024
Q4 | $6.94M | Sell |
152,213
-8,023
| -5% | -$366K | 5.83% | 2 |
|
|
2024
Q3 | $7.43M | Sell |
160,236
-24,975
| -13% | -$1.16M | 5.87% | 2 |
|
|
2024
Q2 | $8.42M | Sell |
185,211
-1,575
| -0.8% | -$71.6K | 6.74% | 2 |
|
|
2024
Q1 | $8.51M | Buy |
186,786
+43,305
| +30% | +$1.97M | 6.58% | 1 |
|
|
2023
Q4 | $6.54M | Buy |
143,481
+69,907
| +95% | +$3.19M | 5.23% | 2 |
|
|
2023
Q3 | $3.27M | Buy |
73,574
+862
| +1% | +$38.3K | 3.1% | 7 |
|
|
2023
Q2 | $3.29M | Buy |
72,712
+1,373
| +2% | +$62.1K | 2.94% | 14 |
|
|
2023
Q1 | $3.27M | Buy |
+71,339
| New | +$3.27M | 3.01% | 9 |
|