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Fermata Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Fermata Advisors’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,276
Closed -$566K – 254
2025
Q1 		$566K Sell
12,276
-78,574
-86% -$3.62M 0.1% 146
2024
Q4 		$4.14M Buy
+90,850
New +$4.14M 0.77% 30