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Nordwand Advisors’s JPMorgan Income ETF JPIE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.09M | Buy |
131,443
+220
| +0.2% | +$10.2K | 0.96% | 33 |
|
2025
Q1 | $6.05M | Hold |
131,223
| – | – | 2.27% | 4 |
|
2024
Q4 | $5.99M | Hold |
131,223
| – | – | 2.47% | 5 |
|
2024
Q3 | $6.09M | Sell |
131,223
-65,905
| -33% | -$3.06M | 1.63% | 5 |
|
2024
Q2 | $8.96M | Hold |
197,128
| – | – | 3.91% | 5 |
|
2024
Q1 | $8.98M | Buy |
197,128
+13,753
| +7% | +$627K | 3.49% | 5 |
|
2023
Q4 | $8.36M | Buy |
+183,375
| New | +$8.36M | 2.21% | 6 |
|