Stifel Financial’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 | $20.3M | Buy |
437,512
+309,451
| +242% | +$14.3M | 0.02% | 583 |
|
|
2025
Q1 | $5.9M | Buy |
128,061
+103,745
| +427% | +$4.78M | 0.01% | 1102 |
|
|
2024
Q4 | $1.11M | Buy |
24,316
+12,228
| +101% | +$558K | ﹤0.01% | 2188 |
|
|
2024
Q3 | $561K | Buy |
12,088
+2,634
| +28% | +$122K | ﹤0.01% | 2610 |
|
|
2024
Q2 | $430K | Buy |
9,454
+2,987
| +46% | +$136K | ﹤0.01% | 2719 |
|
|
2024
Q1 | $295K | Buy |
+6,467
| New | +$295K | ﹤0.01% | 2927 |
|
|
2023
Q4 | – | Sell |
-4,807
| Closed | -$213K | – | 3377 |
|
|
2023
Q3 | $213K | Buy |
+4,807
| New | +$213K | ﹤0.01% | 2960 |
|