Confluence Wealth Services’s JPMorgan Income ETF JPIE Stock Holding History

Confluence Wealth Services’s Portfolio JPIE Stock Details JPIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$392K	Hold
2025 Q1	$386K	Buy
2024 Q4	$260K	Buy
2024 Q3	$252K	Buy