Savant Capital’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 | $149M | Buy |
3,210,220
+712,653
| +29% | +$33M | 0.92% | 21 |
|
|
2025
Q1 | $115M | Buy |
2,497,567
+575,937
| +30% | +$26.5M | 0.83% | 21 |
|
|
2024
Q4 | $87.7M | Buy |
1,921,630
+540,676
| +39% | +$24.7M | 0.69% | 28 |
|
|
2024
Q3 | $64.1M | Buy |
1,380,954
+540,935
| +64% | +$25.1M | 0.53% | 33 |
|
|
2024
Q2 | $38.2M | Buy |
840,019
+351,055
| +72% | +$16M | 0.38% | 50 |
|
|
2024
Q1 | $22.3M | Buy |
488,964
+308,829
| +171% | +$14.1M | 0.26% | 70 |
|
|
2023
Q4 | $8.22M | Buy |
180,135
+156,709
| +669% | +$7.15M | 0.11% | 134 |
|
|
2023
Q3 | $1.04M | Buy |
+23,426
| New | +$1.04M | 0.02% | 376 |
|