Narus Financial Partners’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 | $2.27M | Sell |
49,008
-4,664
| -9% | -$216K | 0.71% | 27 |
|
|
2025
Q1 | $2.47M | Sell |
53,672
-7,361
| -12% | -$339K | 0.84% | 21 |
|
|
2024
Q4 | $2.78M | Buy |
61,033
+23,208
| +61% | +$1.06M | 0.94% | 18 |
|
|
2024
Q3 | $1.75M | Buy |
37,825
+13,731
| +57% | +$637K | 0.63% | 34 |
|
|
2024
Q2 | $1.1M | Buy |
24,094
+8,901
| +59% | +$405K | 0.44% | 50 |
|
|
2024
Q1 | $692K | Buy |
15,193
+5,472
| +56% | +$249K | 0.3% | 61 |
|
|
2023
Q4 | $443K | Buy |
+9,721
| New | +$443K | 0.21% | 74 |
|