Lodestar Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
338,335
+69,360
| +26% | +$3.21M | 1.81% | 15 |
|
|
2025
Q1 | $12.4M | Buy |
268,975
+46,500
| +21% | +$2.14M | 1.56% | 17 |
|
|
2024
Q4 | $10.1M | Buy |
222,475
+28,825
| +15% | +$1.31M | 1.27% | 24 |
|
|
2024
Q3 | $8.98M | Buy |
193,650
+19,938
| +11% | +$925K | 1.14% | 28 |
|
|
2024
Q2 | $7.9M | Buy |
173,712
+11,898
| +7% | +$541K | 1.09% | 28 |
|
|
2024
Q1 | $7.37M | Buy |
161,814
+14,976
| +10% | +$682K | 1.05% | 30 |
|
|
2023
Q4 | $6.7M | Buy |
146,838
+21,194
| +17% | +$967K | 1.03% | 30 |
|
|
2023
Q3 | $5.58M | Buy |
125,644
+61,724
| +97% | +$2.74M | 0.96% | 29 |
|
|
2023
Q2 | $2.89M | Buy |
63,920
+33,576
| +111% | +$1.52M | 0.48% | 51 |
|
|
2023
Q1 | $1.39M | Buy |
30,344
+9,689
| +47% | +$444K | 0.25% | 75 |
|
|
2022
Q4 | $932K | Buy |
+20,655
| New | +$932K | 0.18% | 91 |
|