Menard 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
$780K Sell
16,838
-260
-2% -$12K 0.46% 47
2025
Q1
$782K Sell
17,098
-227
-1% -$10.4K 0.51% 44
2024
Q4
$790K Sell
17,325
-61
-0.4% -$2.78K 0.47% 48
2024
Q3
$807K Sell
17,386
-389
-2% -$18K 0.53% 43
2024
Q2
$808K Buy
17,775
+1,068
+6% +$48.6K 0.58% 35
2024
Q1
$761K Buy
+16,707
New +$761K 0.64% 35