Paladin Advisory Group’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 | $3.57M | Sell |
77,072
-1,049
| -1% | -$48.6K | 2.73% | 10 |
|
|
2025
Q1 | $3.6M | Sell |
78,121
-1,127
| -1% | -$51.9K | 2.88% | 9 |
|
|
2024
Q4 | $3.62M | Sell |
79,248
-3,296
| -4% | -$150K | 2.77% | 9 |
|
|
2024
Q3 | $3.83M | Sell |
82,544
-373
| -0.4% | -$17.3K | 2.82% | 9 |
|
|
2024
Q2 | $3.74M | Buy |
82,917
+2,998
| +4% | +$135K | 2.92% | 7 |
|
|
2024
Q1 | $3.61M | Buy |
79,919
+1,444
| +2% | +$65.3K | 2.86% | 8 |
|
|
2023
Q4 | $3.58M | Buy |
78,475
+4,058
| +5% | +$185K | 2.95% | 9 |
|
|
2023
Q3 | $3.3M | Sell |
74,417
-1,584
| -2% | -$70.3K | 2.78% | 8 |
|
|
2023
Q2 | $3.44M | Buy |
76,001
+2,146
| +3% | +$97K | 2.75% | 8 |
|
|
2023
Q1 | $3.38M | Buy |
+73,855
| New | +$3.38M | 2.81% | 7 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 129 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 129 |
|
|
2022
Q2 | – | Sell |
-18,526
| Closed | -$887K | – | 130 |
|
|
2022
Q1 | $887K | Buy |
+18,526
| New | +$887K | 0.72% | 39 |
|