Rockingstone Advisors’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 | $1.09M | Hold |
23,605
| – | – | 0.57% | 53 |
|
|
2025
Q1 | $1.09M | Hold |
23,605
| – | – | 0.49% | 55 |
|
|
2024
Q4 | $1.08M | Sell |
23,605
-2,090
| -8% | -$95.3K | 0.48% | 54 |
|
|
2024
Q3 | $1.19M | Sell |
25,695
-1,215
| -5% | -$56.4K | 0.59% | 53 |
|
|
2024
Q2 | $1.22M | Buy |
26,910
+790
| +3% | +$35.9K | 0.63% | 52 |
|
|
2024
Q1 | $1.19M | Sell |
26,120
-1,910
| -7% | -$87K | 0.61% | 59 |
|
|
2023
Q4 | $1.28M | Sell |
28,030
-6,935
| -20% | -$316K | 0.72% | 54 |
|
|
2023
Q3 | $1.55M | Sell |
34,965
-2,670
| -7% | -$119K | 0.86% | 41 |
|
|
2023
Q2 | $1.7M | Buy |
37,635
+2,730
| +8% | +$123K | 0.96% | 40 |
|
|
2023
Q1 | $1.6M | Buy |
34,905
+4,353
| +14% | +$199K | 0.97% | 41 |
|
|
2022
Q4 | $1.38M | Buy |
+30,552
| New | +$1.38M | 1.03% | 45 |
|