World Investment Advisors’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 | $856K | Sell |
18,486
-3,066
| -14% | -$142K | 0.02% | 557 |
|
|
2025
Q1 | $993K | Buy |
21,552
+4,000
| +23% | +$184K | 0.03% | 509 |
|
|
2024
Q4 | $802K | Buy |
17,552
+4,511
| +35% | +$206K | 0.02% | 530 |
|
|
2024
Q3 | $605K | Buy |
13,041
+3,879
| +42% | +$180K | 0.02% | 540 |
|
|
2024
Q2 | $417K | Buy |
9,162
+983
| +12% | +$44.7K | 0.03% | 433 |
|
|
2024
Q1 | $373K | Buy |
8,179
+1,860
| +29% | +$84.7K | 0.05% | 270 |
|
|
2023
Q4 | $290K | Buy |
+6,319
| New | +$290K | 0.04% | 312 |
|