UBS Group’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 | $47.5K | Buy |
+1,025
| New | +$47.5K | ﹤0.01% | 6530 |
|
|
2025
Q1 | – | Sell |
-170
| Closed | -$7.76K | – | 9076 |
|
|
2024
Q4 | $7.76K | Buy |
+170
| New | +$7.76K | ﹤0.01% | 7218 |
|
|
2024
Q2 | – | Sell |
-853
| Closed | -$38.9K | – | 8551 |
|
|
2024
Q1 | $38.9K | Sell |
853
-2,843
| -77% | -$130K | ﹤0.01% | 5460 |
|
|
2023
Q4 | $169K | Buy |
3,696
+3,565
| +2,721% | +$163K | ﹤0.01% | 4699 |
|
|
2023
Q3 | $5.82K | Buy |
+131
| New | +$5.82K | ﹤0.01% | 6200 |
|
|
2023
Q2 | – | Sell |
-689
| Closed | -$31.5K | – | 8113 |
|
|
2023
Q1 | $31.5K | Buy |
+689
| New | +$31.5K | ﹤0.01% | 5675 |
|
|
2022
Q3 | – | Sell |
-1,467
| Closed | -$67K | – | 9449 |
|
|
2022
Q2 | $67K | Buy |
1,467
+1,268
| +637% | +$57.9K | ﹤0.01% | 4705 |
|
|
2022
Q1 | $10K | Sell |
199
-1,287
| -87% | -$64.7K | ﹤0.01% | 7363 |
|
|
2021
Q4 | $75K | Buy |
+1,486
| New | +$75K | ﹤0.01% | 5467 |
|