Convergence Financial’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	$661K	Buy	14,270 +841	+6%	+$39K	0.11%	96
2025 Q1	$619K	Buy	13,429 +1,495	+13%	+$68.9K	0.12%	89
2024 Q4	$544K	Buy	11,934 +1,764	+17%	+$80.5K	0.11%	87
2024 Q3	$472K	Buy	10,170 +2,481	+32%	+$115K	0.1%	93
2024 Q2	$350K	Buy	+7,689	New	+$350K	0.09%	113