NewEdge 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 | $6.95M | Buy |
149,989
+18,298
| +14% | +$848K | 0.04% | 461 |
|
|
2025
Q1 | $6.07M | Buy |
131,691
+12,769
| +11% | +$588K | 0.04% | 445 |
|
|
2024
Q4 | $5.43M | Buy |
118,922
+12,537
| +12% | +$572K | 0.03% | 474 |
|
|
2024
Q3 | $4.94M | Buy |
106,385
+100,575
| +1,731% | +$4.67M | 0.03% | 477 |
|
|
2024
Q2 | $264K | Sell |
5,810
-16
| -0.3% | -$727 | ﹤0.01% | 1784 |
|
|
2024
Q1 | $265K | Buy |
5,826
+1,012
| +21% | +$46.1K | ﹤0.01% | 1699 |
|
|
2023
Q4 | $220K | Sell |
4,814
-2,307
| -32% | -$105K | ﹤0.01% | 1674 |
|
|
2023
Q3 | $316K | Buy |
7,121
+329
| +5% | +$14.6K | ﹤0.01% | 1402 |
|
|
2023
Q2 | $307K | Buy |
+6,792
| New | +$307K | ﹤0.01% | 1443 |
|
|
2023
Q1 | – | Sell |
-1,425
| Closed | -$64.3K | – | 3807 |
|
|
2022
Q4 | $64.3K | Buy |
+1,425
| New | +$64.3K | ﹤0.01% | 1616 |
|