Helen Stephens Group’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	$503K	Buy	10,854 +5,028	+86%	+$233K	0.12%	55
2025 Q1	$268K	Sell	5,826 -4,473	-43%	-$206K	0.08%	71
2024 Q4	$470K	Buy	+10,299	New	+$470K	0.14%	56