Pennsylvania Capital 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 | $18.6M | Buy |
401,152
+5,594
| +1% | +$259K | 5.94% | 5 |
|
|
2025
Q1 | $18.2M | Buy |
395,558
+3,167
| +0.8% | +$146K | 6.69% | 5 |
|
|
2024
Q4 | $17.9M | Buy |
392,391
+16,014
| +4% | +$731K | 6.14% | 5 |
|
|
2024
Q3 | $17.5M | Buy |
376,377
+21,280
| +6% | +$987K | 6.27% | 5 |
|
|
2024
Q2 | $16.1M | Buy |
355,097
+24,739
| +7% | +$1.12M | 6.21% | 5 |
|
|
2024
Q1 | $15.1M | Buy |
330,358
+47,324
| +17% | +$2.16M | 6.2% | 5 |
|
|
2023
Q4 | $12.9M | Buy |
283,034
+260,504
| +1,156% | +$11.9M | 5.12% | 5 |
|
|
2023
Q3 | $1M | Buy |
+22,530
| New | +$1M | 0.42% | 35 |
|