Syntegra Private Wealth Group’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 | $46.1M | Buy |
996,058
+10,964
| +1% | +$508K | 4.71% | 7 |
|
|
2025
Q1 | $45.4M | Buy |
985,094
+60,493
| +7% | +$2.79M | 5.31% | 6 |
|
|
2024
Q4 | $42.2M | Buy |
924,601
+41,502
| +5% | +$1.89M | 4.76% | 7 |
|
|
2024
Q3 | $41M | Buy |
883,099
+125,592
| +17% | +$5.83M | 4.73% | 7 |
|
|
2024
Q2 | $34.4M | Buy |
757,507
+18,308
| +2% | +$832K | 4.38% | 7 |
|
|
2024
Q1 | $33.7M | Buy |
739,199
+9,399
| +1% | +$428K | 4.35% | 7 |
|
|
2023
Q4 | $33.3M | Buy |
729,800
+3,285
| +0.5% | +$150K | 4.7% | 7 |
|
|
2023
Q3 | $32.3M | Buy |
726,515
+35,534
| +5% | +$1.58M | 5.07% | 6 |
|
|
2023
Q2 | $31.2M | Buy |
690,981
+86,764
| +14% | +$3.92M | 4.77% | 6 |
|
|
2023
Q1 | $27.7M | Buy |
604,217
+52,761
| +10% | +$2.42M | 4.92% | 6 |
|
|
2022
Q4 | $24.9M | Buy |
+551,456
| New | +$24.9M | 4.99% | 7 |
|