Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22,303
| Closed | -$1.03M | – | 708 |
|
|
2024
Q3 | $1.03M | Buy |
+22,303
| New | +$1.03M | 0.06% | 303 |
|
|
2024
Q1 | – | Sell |
-16,620
| Closed | -$758K | – | 683 |
|
|
2023
Q4 | $758K | Sell |
16,620
-3,928
| -19% | -$179K | 0.05% | 327 |
|
|
2023
Q3 | $912K | Buy |
20,548
+195
| +1% | +$8.66K | 0.08% | 269 |
|
|
2023
Q2 | $920K | Buy |
20,353
+501
| +3% | +$22.6K | 0.08% | 261 |
|
|
2023
Q1 | $909K | Buy |
19,852
+2,171
| +12% | +$99.4K | 0.08% | 250 |
|
|
2022
Q4 | $798K | Sell |
17,681
-4,959
| -22% | -$224K | 0.08% | 268 |
|
|
2022
Q3 | $1.01M | Buy |
+22,640
| New | +$1.01M | 0.06% | 305 |
|