Wagner Wealth 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 | $30.4M | Buy |
656,341
+22,587
| +4% | +$1.05M | 6.93% | 3 |
|
|
2025
Q1 | $29.2M | Buy |
633,754
+73,673
| +13% | +$3.39M | 7.28% | 3 |
|
|
2024
Q4 | $25.6M | Buy |
560,081
+26,181
| +5% | +$1.19M | 6.59% | 3 |
|
|
2024
Q3 | $24.8M | Buy |
533,900
+145,693
| +38% | +$6.76M | 6.69% | 3 |
|
|
2024
Q2 | $17.6M | Buy |
388,207
+79,407
| +26% | +$3.61M | 5.28% | 5 |
|
|
2024
Q1 | $14.1M | Buy |
308,800
+231,185
| +298% | +$10.5M | 4.29% | 7 |
|
|
2023
Q4 | $3.54M | Buy |
77,615
+574
| +0.7% | +$26.2K | 1.19% | 19 |
|
|
2023
Q3 | $3.42M | Buy |
77,041
+8,580
| +13% | +$381K | 1.26% | 17 |
|
|
2023
Q2 | $3.09M | Buy |
68,461
+28,177
| +70% | +$1.27M | 1.18% | 19 |
|
|
2023
Q1 | $1.84M | Buy |
40,284
+38,388
| +2,025% | +$1.76M | 0.84% | 32 |
|
|
2022
Q4 | $85.5K | Buy |
1,896
+1,842
| +3,411% | +$83.1K | 0.05% | 140 |
|
|
2022
Q3 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 612 |
|