MN Wealth Advisors’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 | $2.91M | Sell |
62,820
-19,541
| -24% | -$905K | 1.69% | 13 |
|
|
2025
Q1 | $3.79M | Buy |
82,361
+11,081
| +16% | +$511K | 2.23% | 12 |
|
|
2024
Q4 | $3.25M | Sell |
71,280
-7,281
| -9% | -$332K | 1.83% | 15 |
|
|
2024
Q3 | $3.64M | Buy |
78,561
+5,130
| +7% | +$238K | 2.07% | 12 |
|
|
2024
Q2 | $3.34M | Buy |
73,431
+12,696
| +21% | +$577K | 1.94% | 12 |
|
|
2024
Q1 | $2.77M | Buy |
60,735
+4,496
| +8% | +$205K | 1.71% | 14 |
|
|
2023
Q4 | $2.57M | Buy |
+56,239
| New | +$2.57M | 1.77% | 12 |
|