Mather 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 | $8.17M | Sell |
176,310
-468
| -0.3% | -$21.7K | 0.09% | 91 |
|
|
2025
Q1 | $8.14M | Buy |
176,778
+5,138
| +3% | +$237K | 0.09% | 90 |
|
|
2024
Q4 | $7.83M | Buy |
171,640
+509
| +0.3% | +$23.2K | 0.1% | 90 |
|
|
2024
Q3 | $7.94M | Buy |
171,131
+11,903
| +7% | +$552K | 0.1% | 92 |
|
|
2024
Q2 | $7.25M | Buy |
159,228
+9,091
| +6% | +$414K | 0.09% | 101 |
|
|
2024
Q1 | $6.85M | Hold |
150,137
| – | – | 0.11% | 77 |
|
|
2023
Q4 | $6.85M | Buy |
150,137
+110,765
| +281% | +$5.05M | 0.11% | 79 |
|
|
2023
Q3 | $1.75M | Buy |
39,372
+9,353
| +31% | +$415K | 0.03% | 158 |
|
|
2023
Q2 | $1.36M | Buy |
30,019
+15,759
| +111% | +$712K | 0.02% | 188 |
|
|
2023
Q1 | $653K | Buy |
14,260
+1,074
| +8% | +$49.2K | 0.01% | 277 |
|
|
2022
Q4 | $595K | Buy |
+13,186
| New | +$595K | 0.01% | 292 |
|