WA
Waverly Advisors’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.4M | Buy |
1,757,302
+417,593
| +31% | +$19.3M | 0.89% | 20 |
|
|
2025
Q1 | $61.7M | Buy |
1,339,709
+352,281
| +36% | +$16.2M | 0.75% | 22 |
|
|
2024
Q4 | $45M | Buy |
987,428
+588,453
| +147% | +$26.8M | 0.7% | 24 |
|
|
2024
Q3 | $18.5M | Buy |
398,975
+58,498
| +17% | +$2.71M | 0.34% | 54 |
|
|
2024
Q2 | $15.5M | Buy |
340,477
+82,827
| +32% | +$3.77M | 0.3% | 66 |
|
|
2024
Q1 | $11.7M | Buy |
257,650
+202,193
| +365% | +$9.21M | 0.28% | 70 |
|
|
2023
Q4 | $2.53M | Buy |
+55,457
| New | +$2.53M | 0.09% | 124 |
|