Magnus Financial Group’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 | $14.8M | Buy |
320,004
+13,796
| +5% | +$639K | 1.3% | 18 |
|
|
2025
Q1 | $14.1M | Buy |
306,208
+6,816
| +2% | +$314K | 1.37% | 13 |
|
|
2024
Q4 | $13.7M | Buy |
299,392
+14,871
| +5% | +$678K | 1.32% | 15 |
|
|
2024
Q3 | $13.2M | Buy |
284,521
+20,604
| +8% | +$956K | 1.34% | 14 |
|
|
2024
Q2 | $12M | Buy |
263,917
+12,838
| +5% | +$584K | 1.35% | 18 |
|
|
2024
Q1 | $11.4M | Buy |
251,079
+11,945
| +5% | +$544K | 1.36% | 15 |
|
|
2023
Q4 | $10.9M | Buy |
239,134
+11,606
| +5% | +$529K | 1.43% | 13 |
|
|
2023
Q3 | $10.1M | Buy |
227,528
+4,878
| +2% | +$217K | 1.47% | 14 |
|
|
2023
Q2 | $10.1M | Buy |
222,650
+6,193
| +3% | +$280K | 1.43% | 14 |
|
|
2023
Q1 | $9.91M | Buy |
216,457
+18,814
| +10% | +$861K | 1.51% | 14 |
|
|
2022
Q4 | $8.92M | Buy |
+197,643
| New | +$8.92M | 1.45% | 14 |
|