Blue Oak Capital’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
$4.75M Sell
102,554
-23,377
-19% -$1.08M 2.5% 12
2025
Q1
$5.8M Buy
125,931
+18,611
+17% +$857K 3.2% 9
2024
Q4
$4.92M Buy
+107,320
New +$4.92M 2.99% 9