Mayfair Advisory 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 | $444K | Buy |
9,606
+1,300
| +16% | +$60.1K | 0.21% | 88 |
|
|
2025
Q1 | $383K | Hold |
8,306
| – | – | 0.22% | 88 |
|
|
2024
Q4 | $379K | Sell |
8,306
-3,186
| -28% | -$145K | 0.22% | 88 |
|
|
2024
Q3 | $529K | Hold |
11,492
| – | – | 0.33% | 57 |
|
|
2024
Q2 | $524K | Hold |
11,492
| – | – | 0.35% | 52 |
|
|
2024
Q1 | $524K | Buy |
11,492
+1,234
| +12% | +$56.2K | 0.38% | 53 |
|
|
2023
Q4 | $466K | Buy |
10,258
+3,131
| +44% | +$142K | 0.4% | 57 |
|
|
2023
Q3 | $315K | Buy |
7,127
+1,374
| +24% | +$60.7K | 0.3% | 75 |
|
|
2023
Q2 | $257K | Buy |
5,753
+430
| +8% | +$19.2K | 0.26% | 90 |
|
|
2023
Q1 | $243K | Buy |
+5,323
| New | +$243K | 0.26% | 95 |
|