Scott Capital 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 | $18.1M | Buy |
393,616
+15,926
| +4% | +$734K | 4.92% | 8 |
|
|
2025
Q1 | $17.4M | Buy |
377,690
+7,552
| +2% | +$348K | 5.19% | 8 |
|
|
2024
Q4 | $16.8M | Buy |
370,138
+20,768
| +6% | +$945K | 4.84% | 7 |
|
|
2024
Q3 | $16.2M | Buy |
349,370
+9,322
| +3% | +$432K | 4.6% | 7 |
|
|
2024
Q2 | $15.4M | Buy |
340,048
+6,118
| +2% | +$278K | 4.56% | 7 |
|
|
2024
Q1 | $15.1M | Buy |
333,930
+45,518
| +16% | +$2.06M | 4.6% | 7 |
|
|
2023
Q4 | $13.2M | Buy |
288,412
+247,843
| +611% | +$11.3M | 4.42% | 7 |
|
|
2023
Q3 | $1.79M | Buy |
40,569
+657
| +2% | +$29K | 0.71% | 15 |
|
|
2023
Q2 | $1.8M | Buy |
39,912
+3,541
| +10% | +$160K | 0.78% | 15 |
|
|
2023
Q1 | $1.66M | Buy |
+36,371
| New | +$1.66M | 0.8% | 15 |
|