U.S. Capital Wealth Advisors’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 | $271K | Sell |
5,852
-50,967
| -90% | -$2.36M | 0.01% | 751 |
|
|
2025
Q1 | $2.62M | Buy |
56,819
+4
| +0% | +$184 | 0.08% | 238 |
|
|
2024
Q4 | $2.59M | Buy |
56,815
+400
| +0.7% | +$18.2K | 0.08% | 257 |
|
|
2024
Q3 | $2.62M | Buy |
56,415
+4,102
| +8% | +$190K | 0.09% | 203 |
|
|
2024
Q2 | $2.38M | Buy |
52,313
+242
| +0.5% | +$11K | 0.09% | 210 |
|
|
2024
Q1 | $2.37M | Buy |
52,071
+980
| +2% | +$44.6K | 0.09% | 208 |
|
|
2023
Q4 | $2.33M | Buy |
51,091
+220
| +0.4% | +$10K | 0.09% | 197 |
|
|
2023
Q3 | $2.26M | Buy |
50,871
+401
| +0.8% | +$17.8K | 0.1% | 179 |
|
|
2023
Q2 | $2.28M | Buy |
50,470
+1,200
| +2% | +$54.2K | 0.11% | 188 |
|
|
2023
Q1 | $2.26M | Buy |
49,270
+18,050
| +58% | +$826K | 0.1% | 186 |
|
|
2022
Q4 | $1.41M | Buy |
+31,220
| New | +$1.41M | 0.07% | 272 |
|