Trustmark National Bank Trust Department’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 | $3.29M | Sell |
70,998
-4,538
| -6% | -$210K | 0.23% | 89 |
|
|
2025
Q1 | $3.48M | Sell |
75,536
-3,681
| -5% | -$170K | 0.26% | 80 |
|
|
2024
Q4 | $3.61M | Buy |
79,217
+16,311
| +26% | +$744K | 0.27% | 78 |
|
|
2024
Q3 | $2.92M | Hold |
62,906
| – | – | 0.22% | 89 |
|
|
2024
Q2 | $2.86M | Buy |
62,906
+21,859
| +53% | +$994K | 0.23% | 90 |
|
|
2024
Q1 | $1.87M | Buy |
41,047
+5,624
| +16% | +$256K | 0.15% | 115 |
|
|
2023
Q4 | $1.62M | Sell |
35,423
-232
| -0.7% | -$10.6K | 0.15% | 114 |
|
|
2023
Q3 | $1.58M | Hold |
35,655
| – | – | 0.16% | 107 |
|
|
2023
Q2 | $1.61M | Buy |
35,655
+3,900
| +12% | +$176K | 0.15% | 112 |
|
|
2023
Q1 | $1.45M | Buy |
31,755
+11,770
| +59% | +$539K | 0.13% | 116 |
|
|
2022
Q4 | $902K | Buy |
+19,985
| New | +$902K | 0.08% | 147 |
|