Burt Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$264K	Hold	5,681	–	–	0.06%	103
2025 Q2	$263K	Hold	5,681	–	–	0.06%	103
2025 Q1	$262K	Hold	5,681	–	–	0.07%	100
2024 Q4	$259K	Hold	5,681	–	–	0.07%	104
2024 Q3	$264K	Hold	5,681	–	–	0.06%	103
2024 Q2	$258K	Hold	5,681	–	–	0.07%	97
2024 Q1	$259K	Hold	5,681	–	–	0.07%	105
2023 Q4	$259K	Sell	5,681 -11,732	-67%	-$523K	0.07%	93
2023 Q3	$773K	Hold	17,413	–	–	0.24%	40
2023 Q2	$787K	Sell	17,413 -400	-2%	-$18.2K	0.24%	41
2023 Q1	$815K	Sell	17,813 -1,560	-8%	-$71.1K	0.25%	33
2022 Q4	$874K	Buy	19,373 +10,834	+127%	+$485K	0.29%	32
2022 Q3	$378K	Buy	8,539 +255	+3%	+$11.8K	0.15%	54
2022 Q2	$380K	Buy	+8,284	New	+$390K	0.13%	57