Visionary 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 | $19.2M | Buy |
414,021
+66,748
| +19% | +$3.09M | 0.98% | 20 |
|
|
2025
Q1 | $16M | Buy |
347,273
+100,138
| +41% | +$4.61M | 0.96% | 18 |
|
|
2024
Q4 | $11.3M | Buy |
247,135
+2,467
| +1% | +$113K | 0.66% | 36 |
|
|
2024
Q3 | $11.4M | Buy |
244,668
+42,630
| +21% | +$1.98M | 0.69% | 30 |
|
|
2024
Q2 | $9.18M | Buy |
202,038
+19,296
| +11% | +$877K | 0.6% | 41 |
|
|
2024
Q1 | $8.33M | Buy |
182,742
+24,583
| +16% | +$1.12M | 0.56% | 44 |
|
|
2023
Q4 | $7.21M | Buy |
158,159
+67,019
| +74% | +$3.06M | 0.53% | 49 |
|
|
2023
Q3 | $4.05M | Buy |
91,140
+34,204
| +60% | +$1.52M | 0.33% | 85 |
|
|
2023
Q2 | $2.57M | Buy |
56,936
+39,789
| +232% | +$1.8M | 0.21% | 119 |
|
|
2023
Q1 | $785K | Buy |
17,147
+11,761
| +218% | +$538K | 0.07% | 220 |
|
|
2022
Q4 | $243K | Buy |
+5,386
| New | +$243K | 0.02% | 366 |
|