Mascoma 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 | $46.3K | Hold |
1,000
| – | – | 0.01% | 197 |
|
|
2025
Q1 | $46.1K | Hold |
1,000
| – | – | 0.01% | 193 |
|
|
2024
Q4 | $45.6K | Hold |
1,000
| – | – | 0.01% | 208 |
|
|
2024
Q3 | $46.4K | Sell |
1,000
-1,185
| -54% | -$55K | 0.01% | 201 |
|
|
2024
Q2 | $99.3K | Buy |
2,185
+1,000
| +84% | +$45.5K | 0.03% | 140 |
|
|
2024
Q1 | $54K | Sell |
1,185
-3,405
| -74% | -$155K | 0.02% | 177 |
|
|
2023
Q4 | $209K | Sell |
4,590
-190
| -4% | -$8.67K | 0.06% | 95 |
|
|
2023
Q3 | $212K | Hold |
4,780
| – | – | 0.07% | 99 |
|
|
2023
Q2 | $215K | Sell |
4,780
-240
| -5% | -$10.8K | 0.07% | 97 |
|
|
2023
Q1 | $231K | Sell |
5,020
-375
| -7% | -$17.2K | 0.07% | 107 |
|
|
2022
Q4 | $243K | Buy |
5,395
+2,455
| +84% | +$111K | 0.08% | 102 |
|
|
2022
Q3 | $130K | Buy |
+2,940
| New | +$130K | 0.05% | 139 |
|