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Waterfront Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Waterfront Wealth’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$734K Sell
15,850
-1,164
-7% -$53.9K 0.16% 166
2025
Q1 		$784K Buy
17,014
+2,867
+20% +$132K 0.19% 156
2024
Q4 		$645K Buy
14,147
+126
+0.9% +$5.75K 0.16% 166
2024
Q3 		$643K Buy
+14,021
New +$643K 0.16% 169