Patriot Financial Group Insurance Agency’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 | $3M | Buy |
64,866
+5,866
| +10% | +$272K | 0.34% | 70 |
|
|
2025
Q1 | $2.72M | Buy |
59,000
+11,056
| +23% | +$509K | 0.36% | 63 |
|
|
2024
Q4 | $2.19M | Buy |
47,944
+3,684
| +8% | +$168K | 0.29% | 75 |
|
|
2024
Q3 | $2.05M | Buy |
44,260
+24,326
| +122% | +$1.13M | 0.28% | 85 |
|
|
2024
Q2 | $906K | Buy |
19,934
+2,552
| +15% | +$116K | 0.13% | 174 |
|
|
2024
Q1 | $792K | Buy |
17,382
+2,731
| +19% | +$124K | 0.13% | 182 |
|
|
2023
Q4 | $668K | Buy |
+14,651
| New | +$668K | 0.13% | 197 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | – | – | 1219 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2102 |
|