5T Wealth’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
$1.51M Sell
32,523
-8,512
-21% -$394K 0.72% 40
2025
Q1
$1.89M Sell
41,035
-8
-0% -$369 1.01% 29
2024
Q4
$1.87M Buy
+41,043
New +$1.87M 1.02% 30