Steward Partners Investment Advisory’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 | $561K | Buy |
+12,109
| New | +$561K | ﹤0.01% | 1246 |
|
|
2025
Q1 | – | Sell |
-584
| Closed | -$26.6K | – | 4090 |
|
|
2024
Q4 | $26.6K | Hold |
584
| – | – | ﹤0.01% | 2641 |
|
|
2024
Q3 | $27.1K | Hold |
584
| – | – | ﹤0.01% | 2524 |
|
|
2024
Q2 | $26.5K | Hold |
584
| – | – | ﹤0.01% | 2398 |
|
|
2024
Q1 | $26.6K | Sell |
584
-110
| -16% | -$5.01K | ﹤0.01% | 2394 |
|
|
2023
Q4 | $31.7K | Hold |
694
| – | – | ﹤0.01% | 2168 |
|
|
2023
Q3 | $30.8K | Buy |
+694
| New | +$30.8K | ﹤0.01% | 2120 |
|