Sigma Planning Corp’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 | $2.39M | Buy |
51,600
+14,743
| +40% | +$683K | 0.07% | 267 |
|
|
2025
Q1 | $1.7M | Sell |
36,857
-2,239
| -6% | -$103K | 0.05% | 325 |
|
|
2024
Q4 | $1.78M | Sell |
39,096
-227
| -0.6% | -$10.4K | 0.06% | 314 |
|
|
2024
Q3 | $1.82M | Buy |
39,323
+1,256
| +3% | +$58.3K | 0.06% | 317 |
|
|
2024
Q2 | $1.73M | Sell |
38,067
-666
| -2% | -$30.3K | 0.05% | 330 |
|
|
2024
Q1 | $1.76M | Buy |
38,733
+20,022
| +107% | +$912K | 0.06% | 340 |
|
|
2023
Q4 | $853K | Sell |
18,711
-19,388
| -51% | -$884K | 0.07% | 304 |
|
|
2023
Q3 | $1.69M | Buy |
38,099
+1,758
| +5% | +$78.1K | 0.06% | 303 |
|
|
2023
Q2 | $1.64M | Buy |
36,341
+1,214
| +3% | +$54.9K | 0.06% | 322 |
|
|
2023
Q1 | $1.61M | Buy |
35,127
+492
| +1% | +$22.5K | 0.05% | 355 |
|
|
2022
Q4 | $1.56M | Buy |
+34,635
| New | +$1.56M | 0.06% | 346 |
|