Truist Financial’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 | $17M | Buy |
367,919
+154,142
| +72% | +$7.14M | 0.02% | 440 |
|
2025
Q1 | $9.85M | Buy |
213,777
+87,804
| +70% | +$4.05M | 0.02% | 570 |
|
2024
Q4 | $5.75M | Buy |
125,973
+59,964
| +91% | +$2.74M | 0.01% | 765 |
|
2024
Q3 | $3.06M | Buy |
66,009
+18,691
| +40% | +$867K | ﹤0.01% | 1040 |
|
2024
Q2 | $2.15M | Sell |
47,318
-1,234
| -3% | -$56.1K | ﹤0.01% | 1234 |
|
2024
Q1 | $2.21M | Sell |
48,552
-20,767
| -30% | -$946K | ﹤0.01% | 1232 |
|
2023
Q4 | $3.16M | Buy |
69,319
+61,355
| +770% | +$2.8M | 0.01% | 1039 |
|
2023
Q3 | $354K | Buy |
7,964
+705
| +10% | +$31.3K | ﹤0.01% | 2119 |
|
2023
Q2 | $328K | Buy |
+7,259
| New | +$328K | ﹤0.01% | 2193 |
|
2022
Q3 | – | Sell |
-30,024
| Closed | -$1.38M | – | 2588 |
|
2022
Q2 | $1.38M | Buy |
+30,024
| New | +$1.38M | ﹤0.01% | 1389 |
|