Smith, Moore & Co’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 | $13.2M | Sell |
284,155
-5,772
| -2% | -$267K | 1.1% | 20 |
|
|
2025
Q1 | $13.4M | Sell |
289,927
-30,249
| -9% | -$1.39M | 1.24% | 15 |
|
|
2024
Q4 | $14.6M | Buy |
320,176
+31,266
| +11% | +$1.43M | 1.33% | 13 |
|
|
2024
Q3 | $13.4M | Buy |
288,910
+13,569
| +5% | +$629K | 1.28% | 15 |
|
|
2024
Q2 | $12.5M | Buy |
275,341
+8,453
| +3% | +$384K | 1.29% | 15 |
|
|
2024
Q1 | $12.2M | Buy |
266,888
+198,518
| +290% | +$9.04M | 1.3% | 16 |
|
|
2023
Q4 | $3.12M | Buy |
68,370
+5,756
| +9% | +$263K | 0.37% | 56 |
|
|
2023
Q3 | $2.78M | Buy |
62,614
+342
| +0.5% | +$15.2K | 0.37% | 58 |
|
|
2023
Q2 | $2.81M | Buy |
+62,272
| New | +$2.81M | 0.36% | 55 |
|