Perigon 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 | $8.11M | Buy |
175,032
+18,147
| +12% | +$841K | 0.19% | 113 |
|
|
2025
Q1 | $7.23M | Buy |
156,885
+55,550
| +55% | +$2.56M | 0.19% | 120 |
|
|
2024
Q4 | $4.64M | Buy |
101,335
+63,342
| +167% | +$2.9M | 0.11% | 170 |
|
|
2024
Q3 | $1.76M | Buy |
37,993
+5,626
| +17% | +$261K | 0.05% | 305 |
|
|
2024
Q2 | $1.47M | Buy |
32,367
+17,462
| +117% | +$794K | 0.04% | 294 |
|
|
2024
Q1 | $679K | Buy |
14,905
+3,996
| +37% | +$182K | 0.02% | 465 |
|
|
2023
Q4 | $498K | Buy |
+10,909
| New | +$498K | 0.02% | 499 |
|