Virtue Capital Management’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 | – | Sell |
-12,512
| Closed | -$577K | – | 387 |
|
|
2025
Q1 | $577K | Buy |
+12,512
| New | +$577K | 0.07% | 234 |
|
|
2024
Q3 | – | Sell |
-20,571
| Closed | -$939K | – | 344 |
|
|
2024
Q2 | $939K | Buy |
20,571
+4,788
| +30% | +$219K | 0.16% | 111 |
|
|
2024
Q1 | $711K | Sell |
15,783
-45,571
| -74% | -$2.05M | 0.13% | 151 |
|
|
2023
Q4 | $2.78M | Buy |
61,354
+20,675
| +51% | +$936K | 0.56% | 38 |
|
|
2023
Q3 | $1.83M | Hold |
40,679
| – | – | 0.31% | 62 |
|
|
2023
Q2 | $1.83M | Buy |
40,679
+4,339
| +12% | +$195K | 0.31% | 62 |
|
|
2023
Q1 | $1.67M | Buy |
36,340
+16,666
| +85% | +$765K | 0.27% | 58 |
|
|
2022
Q4 | $888K | Buy |
19,674
+2,025
| +11% | +$91.4K | 0.14% | 104 |
|
|
2022
Q3 | $782K | Buy |
17,649
+5,918
| +50% | +$262K | 0.12% | 77 |
|
|
2022
Q2 | $538K | Buy |
+11,731
| New | +$538K | 0.08% | 111 |
|