Spire Wealth Management’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
$5.06K Hold
109
﹤0.01% 1935
2025
Q1
$5.02K Buy
109
+98
+891% +$4.51K ﹤0.01% 2061
2024
Q4
$502 Hold
11
﹤0.01% 2439
2024
Q3
$510 Sell
11
-1,118
-99% -$51.8K ﹤0.01% 2153
2024
Q2
$51.3K Sell
1,129
-38,122
-97% -$1.73M ﹤0.01% 1112
2024
Q1
$1.79M Buy
39,251
+9,891
+34% +$451K 0.03% 268
2023
Q4
$1.33M Buy
29,360
+2,068
+8% +$94K 0.04% 297
2023
Q3
$1.21M Buy
27,292
+6,588
+32% +$293K 0.05% 293
2023
Q2
$936K Buy
+20,704
New +$936K 0.03% 359