TWM
Tradition Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
245,906
+80,093
| +48% | +$3.71M | 0.91% | 31 |
|
|
2025
Q1 | $7.64M | Buy |
165,813
+78,753
| +90% | +$3.63M | 0.67% | 39 |
|
|
2024
Q4 | $3.97M | Buy |
87,060
+5,111
| +6% | +$233K | 0.35% | 70 |
|
|
2024
Q3 | $3.8M | Buy |
81,949
+5,493
| +7% | +$255K | 0.34% | 69 |
|
|
2024
Q2 | $3.48M | Sell |
76,456
-11,157
| -13% | -$507K | 0.34% | 69 |
|
|
2024
Q1 | $3.99M | Buy |
87,613
+8,171
| +10% | +$372K | 0.4% | 60 |
|
|
2023
Q4 | $3.62M | Buy |
79,442
+13,359
| +20% | +$609K | 0.38% | 58 |
|
|
2023
Q3 | $2.93M | Buy |
66,083
+12,688
| +24% | +$563K | 0.35% | 64 |
|
|
2023
Q2 | $2.41M | Buy |
53,395
+18,725
| +54% | +$846K | 0.28% | 77 |
|
|
2023
Q1 | $1.59M | Buy |
34,670
+1,272
| +4% | +$58.2K | 0.2% | 90 |
|
|
2022
Q4 | $1.51M | Sell |
33,398
-247
| -0.7% | -$11.1K | 0.21% | 85 |
|
|
2022
Q3 | $1.49M | Buy |
33,645
+2,144
| +7% | +$95K | 0.22% | 80 |
|
|
2022
Q2 | $1.45M | Buy |
31,501
+412
| +1% | +$18.9K | 0.21% | 87 |
|
|
2022
Q1 | $1.49M | Buy |
+31,089
| New | +$1.49M | 0.19% | 105 |
|