Money Concepts Capital’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
$239K Sell
5,156
-250
-5% -$11.6K 0.02% 404
2025
Q1
$249K Buy
5,406
+115
+2% +$5.3K 0.02% 377
2024
Q4
$241K Buy
+5,291
New +$241K 0.02% 373
2023
Q1
Sell
-977
Closed -$44.1K 1777
2022
Q4
$44.1K Buy
977
+847
+652% +$38.2K ﹤0.01% 1304
2022
Q3
$6K Buy
+130
New +$6K ﹤0.01% 1175