MYIA
Mount Yale Investment Advisors’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
310,331
-10,803
| -3% | -$500K | 1.12% | 12 |
|
|
2025
Q1 | $14.8M | Buy |
321,134
+14,667
| +5% | +$676K | 1.27% | 9 |
|
|
2024
Q4 | $14M | Buy |
306,467
+22,226
| +8% | +$1.01M | 1.13% | 11 |
|
|
2024
Q3 | $13.2M | Buy |
284,241
+17,472
| +7% | +$811K | 1.27% | 5 |
|
|
2024
Q2 | $12.1M | Buy |
266,769
+9,848
| +4% | +$448K | 0.96% | 11 |
|
|
2024
Q1 | $11.7M | Buy |
256,921
+9,344
| +4% | +$426K | 0.9% | 14 |
|
|
2023
Q4 | $11.3M | Buy |
+247,577
| New | +$11.3M | 1.07% | 7 |
|