SDWMA
Schneider Downs Wealth Management Advisors’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
332,128
+94,771
| +40% | +$4.39M | 2.3% | 11 |
|
|
2025
Q1 | $10.9M | Buy |
237,357
+57,700
| +32% | +$2.66M | 1.98% | 12 |
|
|
2024
Q4 | $8.2M | Buy |
179,657
+32,741
| +22% | +$1.49M | 1.54% | 15 |
|
|
2024
Q3 | $6.82M | Buy |
146,916
+11,016
| +8% | +$511K | 1.4% | 19 |
|
|
2024
Q2 | $6.18M | Buy |
135,900
+30,927
| +29% | +$1.41M | 1.37% | 19 |
|
|
2024
Q1 | $4.78M | Buy |
104,973
+12,576
| +14% | +$573K | 1.1% | 21 |
|
|
2023
Q4 | $4.21M | Sell |
92,397
-3,811
| -4% | -$174K | 1.1% | 22 |
|
|
2023
Q3 | $4.27M | Buy |
96,208
+27,539
| +40% | +$1.22M | 0.99% | 21 |
|
|
2023
Q2 | $3.1M | Buy |
+68,669
| New | +$3.1M | 0.71% | 23 |
|