Dynamic Advisor Solutions’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	$1.31M	Buy	28,242 +8,044	+40%	+$373K	0.04%	387
2025 Q1	$931K	Buy	20,198 +8,251	+69%	+$380K	0.03%	439
2024 Q4	$545K	Buy	+11,947	New	+$545K	0.02%	416
2022 Q3	–	Sell	-15,350	Closed	-$704K	–	718
2022 Q2	$704K	Buy	+15,350	New	+$704K	0.05%	314