Opes Wealth Management’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 | $569K | Sell |
12,274
-1,096
| -8% | -$50.8K | 0.1% | 86 |
|
|
2025
Q1 | $616K | Buy |
13,370
+3,390
| +34% | +$156K | 0.12% | 81 |
|
|
2024
Q4 | $455K | Buy |
9,980
+598
| +6% | +$27.3K | 0.09% | 86 |
|
|
2024
Q3 | $435K | Buy |
9,382
+452
| +5% | +$21K | 0.08% | 88 |
|
|
2024
Q2 | $406K | Buy |
8,930
+2,821
| +46% | +$128K | 0.08% | 88 |
|
|
2024
Q1 | $278K | Buy |
+6,109
| New | +$278K | 0.06% | 112 |
|