Mutual 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 | $7.19M | Buy |
155,606
+29,082
| +23% | +$1.34M | 0.18% | 113 |
|
|
2025
Q1 | $5.81M | Buy |
126,524
+49,061
| +63% | +$2.25M | 0.17% | 125 |
|
|
2024
Q4 | $3.54M | Buy |
77,463
+73,077
| +1,666% | +$3.34M | 0.1% | 184 |
|
|
2024
Q3 | $201K | Buy |
+4,386
| New | +$201K | 0.01% | 1045 |
|
|
2023
Q4 | – | Sell |
-153,596
| Closed | -$6.82M | – | 1044 |
|
|
2023
Q3 | $6.82M | Buy |
153,596
+579
| +0.4% | +$25.7K | 0.27% | 69 |
|
|
2023
Q2 | $6.92M | Buy |
153,017
+5,834
| +4% | +$264K | 0.26% | 76 |
|
|
2023
Q1 | $6.74M | Buy |
147,183
+29,780
| +25% | +$1.36M | 0.28% | 74 |
|
|
2022
Q4 | $5.3M | Buy |
+117,403
| New | +$5.3M | 0.24% | 88 |
|