Avantax Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

Avantax Advisory Services’s Portfolio JPIE Stock Details JPIE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Buy
2025 Q1	$1.09M	Buy
2024 Q4	$328K	Sell
2024 Q3	$572K	Buy
2024 Q2	$482K	Buy
2024 Q1	$440K	Buy
2023 Q4	$207K	Buy
2023 Q2	–	Sell
2023 Q1	$219K	Buy