SkyOak Wealth’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 | $6.89M | Sell |
148,741
-3,117
| -2% | -$144K | 1.38% | 21 |
|
|
2025
Q1 | $7M | Buy |
151,858
+32,541
| +27% | +$1.5M | 1.53% | 15 |
|
|
2024
Q4 | $5.44M | Buy |
119,317
+23,949
| +25% | +$1.09M | 1.16% | 25 |
|
|
2024
Q3 | $4.42M | Buy |
95,368
+13,653
| +17% | +$633K | 0.98% | 30 |
|
|
2024
Q2 | $3.71M | Buy |
81,715
+20,398
| +33% | +$927K | 0.87% | 33 |
|
|
2024
Q1 | $2.79M | Buy |
61,317
+10,545
| +21% | +$480K | 0.67% | 38 |
|
|
2023
Q4 | $2.32M | Buy |
+50,772
| New | +$2.32M | 0.6% | 44 |
|