Wealthcare Advisory Partners’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 | $22.4M | Buy |
482,877
+52,164
| +12% | +$2.42M | 0.51% | 38 |
|
|
2025
Q1 | $19.8M | Buy |
430,713
+222,546
| +107% | +$10.3M | 0.53% | 37 |
|
|
2024
Q4 | $9.5M | Buy |
208,167
+11,093
| +6% | +$506K | 0.26% | 77 |
|
|
2024
Q3 | $9.14M | Buy |
197,074
+36,208
| +23% | +$1.68M | 0.26% | 76 |
|
|
2024
Q2 | $7.31M | Buy |
160,866
+39,593
| +33% | +$1.8M | 0.23% | 79 |
|
|
2024
Q1 | $5.53M | Buy |
121,273
+2,635
| +2% | +$120K | 0.18% | 99 |
|
|
2023
Q4 | $5.41M | Buy |
118,638
+9,775
| +9% | +$446K | 0.22% | 81 |
|
|
2023
Q3 | $4.83M | Buy |
108,863
+5,495
| +5% | +$244K | 0.22% | 84 |
|
|
2023
Q2 | $4.67M | Buy |
103,368
+21,775
| +27% | +$984K | 0.21% | 88 |
|
|
2023
Q1 | $3.73M | Buy |
81,593
+60,275
| +283% | +$2.76M | 0.16% | 108 |
|
|
2022
Q4 | $962K | Buy |
+21,318
| New | +$962K | 0.05% | 282 |
|