Syverson Strege & Co’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 | $4.57M | Buy |
98,696
+6,299
| +7% | +$292K | 1.08% | 13 |
|
|
2025
Q1 | $4.26M | Buy |
92,397
+2,486
| +3% | +$115K | 1.37% | 10 |
|
|
2024
Q4 | $4.1M | Buy |
89,911
+2,714
| +3% | +$124K | 1.37% | 9 |
|
|
2024
Q3 | $4.05M | Buy |
87,197
+2,773
| +3% | +$129K | 1.36% | 9 |
|
|
2024
Q2 | $3.84M | Buy |
84,424
+7,892
| +10% | +$359K | 1.31% | 10 |
|
|
2024
Q1 | $3.49M | Buy |
76,532
+2,882
| +4% | +$131K | 1.26% | 9 |
|
|
2023
Q4 | $3.36M | Buy |
73,650
+2,565
| +4% | +$117K | 1.3% | 10 |
|
|
2023
Q3 | $3.16M | Buy |
71,085
+738
| +1% | +$32.8K | 1.41% | 10 |
|
|
2023
Q2 | $3.18M | Buy |
70,347
+1,131
| +2% | +$51.1K | 1.36% | 11 |
|
|
2023
Q1 | $3.17M | Buy |
69,216
+1,037
| +2% | +$47.5K | 1.35% | 13 |
|
|
2022
Q4 | $3.08M | Buy |
68,179
+921
| +1% | +$41.6K | 1.39% | 13 |
|
|
2022
Q3 | $2.98M | Buy |
+67,258
| New | +$2.98M | 1.51% | 13 |
|