BankPlus Wealth Management’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	$7.11M	Buy	153,576 +5,945	+4%	+$275K	4.72%	3
2025 Q1	$6.8M	Buy	147,631 +8,323	+6%	+$383K	5%	3
2024 Q4	$6.36M	Buy	+139,308	New	+$6.36M	4.74%	3