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Heritage Oak Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Heritage Oak Wealth 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 		$1.29M Buy
+27,859
New +$1.29M 0.5% 31