GeoWealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$417K Sell
2025
Q1
$480K Buy
2024
Q4
$424K Sell
2024
Q3
$572K Sell
2024
Q2
$573K Buy
2024
Q1
$486K Sell
2023
Q4
$676K Buy
2023
Q3
$618K Buy
2023
Q2
$469K Buy