Planned Solutions’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 | $21.9M | Sell |
473,539
-2,462
| -0.5% | -$114K | 8.34% | 4 |
|
|
2025
Q1 | $21.9M | Buy |
476,001
+14,103
| +3% | +$650K | 8.88% | 3 |
|
|
2024
Q4 | $21.1M | Buy |
461,898
+148,726
| +47% | +$6.78M | 8.5% | 3 |
|
|
2024
Q3 | $14.5M | Buy |
313,172
+11,404
| +4% | +$529K | 5.83% | 4 |
|
|
2024
Q2 | $13.7M | Buy |
301,768
+5,017
| +2% | +$228K | 6.64% | 4 |
|
|
2024
Q1 | $13.5M | Buy |
296,751
+862
| +0.3% | +$39.3K | 6.63% | 4 |
|
|
2023
Q4 | $13.5M | Buy |
295,889
+1,973
| +0.7% | +$90K | 6.32% | 4 |
|
|
2023
Q3 | $13M | Buy |
293,916
+7,913
| +3% | +$351K | 7.85% | 4 |
|
|
2023
Q2 | $12.9M | Buy |
286,003
+8,996
| +3% | +$407K | 7.64% | 4 |
|
|
2023
Q1 | $12.7M | Buy |
277,007
+13,507
| +5% | +$618K | 8.04% | 4 |
|
|
2022
Q4 | $11.9M | Buy |
+263,500
| New | +$11.9M | 8.71% | 4 |
|