Medallion Wealth Advisors, LLC’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
2026
Q1
$2.23M Buy
2025
Q4
$1.26M Buy
2025
Q3
$506K Buy
2025
Q2
$258K Buy
2025
Q1
$64.5K Buy
2024
Q4
$22.8K Buy