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

Confluence Wealth Services’s Portfolio JPIE Stock Details JPIE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$392K Hold
8,455
– – 0.02% 275
2025
Q1 		$386K Buy
8,455
+2,780
+49% +$127K 0.02% 263
2024
Q4 		$260K Buy
5,675
+251
+5% +$11.5K 0.02% 290
2024
Q3 		$252K Buy
+5,424
New +$252K 0.02% 305