Axis Wealth Partners’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
$628K Sell
13,557
-1,194
-8% -$55.3K 0.41% 66
2025
Q1
$680K Buy
14,751
+3,264
+28% +$150K 0.5% 57
2024
Q4
$524K Buy
+11,487
New +$524K 0.44% 66