SWA
Strategies Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Sell |
71,446
-10,796
| -13% | -$500K | 0.36% | 29 |
|
|
2025
Q1 | $3.79M | Sell |
82,242
-2,494
| -3% | -$115K | 0.46% | 25 |
|
|
2024
Q4 | $3.88M | Sell |
84,736
-13,500
| -14% | -$619K | 0.48% | 23 |
|
|
2024
Q3 | $4.56M | Buy |
98,236
+9,230
| +10% | +$428K | 0.61% | 21 |
|
|
2024
Q2 | $4.05M | Buy |
89,006
+81,175
| +1,037% | +$3.69M | 0.59% | 22 |
|
|
2024
Q1 | $357K | Buy |
+7,831
| New | +$357K | 0.05% | 71 |
|