NewEdge Wealth’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 | $23.7M | Buy |
512,098
+212,645
| +71% | +$9.83M | 0.37% | 63 |
|
|
2025
Q1 | $13.8M | Sell |
299,453
-8,306
| -3% | -$383K | 0.25% | 89 |
|
|
2024
Q4 | $14M | Buy |
307,759
+5,599
| +2% | +$255K | 0.24% | 100 |
|
|
2024
Q3 | $14M | Buy |
+302,160
| New | +$14M | 0.25% | 94 |
|
|
2024
Q1 | – | Sell |
-11,650
| Closed | -$531K | – | 823 |
|
|
2023
Q4 | $531K | Buy |
+11,650
| New | +$531K | 0.01% | 502 |
|