MorganRosel Wealth Management’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 | $5.59M | Buy |
120,634
+16,725
| +16% | +$775K | 1.52% | 22 |
|
|
2025
Q1 | $4.79M | Buy |
103,909
+45,664
| +78% | +$2.1M | 1.45% | 21 |
|
|
2024
Q4 | $2.66M | Buy |
58,245
+1,657
| +3% | +$75.6K | 0.87% | 25 |
|
|
2024
Q3 | $2.63M | Buy |
56,588
+1,506
| +3% | +$69.9K | 0.87% | 24 |
|
|
2024
Q2 | $2.5M | Sell |
55,082
-249
| -0.5% | -$11.3K | 0.88% | 24 |
|
|
2024
Q1 | $2.52M | Buy |
55,331
+34,493
| +166% | +$1.57M | 0.9% | 24 |
|
|
2023
Q4 | $950K | Buy |
20,838
+5,381
| +35% | +$245K | 0.37% | 47 |
|
|
2023
Q3 | $686K | Buy |
15,457
+3,550
| +30% | +$158K | 0.29% | 55 |
|
|
2023
Q2 | $538K | Buy |
11,907
+2,676
| +29% | +$121K | 0.22% | 71 |
|
|
2023
Q1 | $423K | Buy |
+9,231
| New | +$423K | 0.18% | 75 |
|