ADG Wealth Management Group’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
Sell
-4,447
Closed -$205K 29
2025
Q1
$205K Buy
4,447
+18
+0.4% +$829 0.19% 23
2024
Q4
$202K Buy
+4,429
New +$202K 0.18% 28