Richard W. Paul & Associates’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 | $9.24M | Buy |
199,408
+3,590
| +2% | +$166K | 3.34% | 7 |
|
|
2025
Q1 | $9.02M | Buy |
195,818
+376
| +0.2% | +$17.3K | 3.54% | 6 |
|
|
2024
Q4 | $8.92M | Buy |
195,442
+5,665
| +3% | +$258K | 3.25% | 6 |
|
|
2024
Q3 | $8.8M | Buy |
189,777
+164,879
| +662% | +$7.65M | 3.16% | 6 |
|
|
2024
Q2 | $1.13M | Buy |
24,898
+5,553
| +29% | +$252K | 0.44% | 53 |
|
|
2024
Q1 | $881K | Buy |
19,345
+4,274
| +28% | +$195K | 0.35% | 75 |
|
|
2023
Q4 | $687K | Buy |
15,071
+1,055
| +8% | +$48.1K | 0.29% | 92 |
|
|
2023
Q3 | $622K | Buy |
14,016
+1,995
| +17% | +$88.6K | 0.28% | 92 |
|
|
2023
Q2 | $543K | Buy |
+12,021
| New | +$543K | 0.24% | 106 |
|