TBH Global Asset Management’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
Q1 | – | Sell |
-60,957
| Closed | -$2.84M | – | 205 |
|
|
2024
Q4 | $2.84M | Sell |
60,957
-49,883
| -45% | -$2.32M | 0.67% | 27 |
|
|
2024
Q3 | $5.14M | Buy |
110,840
+11,813
| +12% | +$548K | 1.12% | 19 |
|
|
2024
Q2 | $4.5M | Buy |
99,027
+12,594
| +15% | +$573K | 1% | 20 |
|
|
2024
Q1 | $3.94M | Sell |
86,433
-22,900
| -21% | -$1.04M | 0.79% | 31 |
|
|
2023
Q4 | $4.99M | Buy |
109,333
+68,114
| +165% | +$3.11M | 1.02% | 20 |
|
|
2023
Q3 | $1.83M | Buy |
41,219
+24,361
| +145% | +$1.08M | 0.35% | 53 |
|
|
2023
Q2 | $762K | Buy |
16,858
+1,603
| +11% | +$72.5K | 0.15% | 103 |
|
|
2023
Q1 | $698K | Buy |
+15,255
| New | +$698K | 0.15% | 107 |
|