Independent Wealth Network’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
$626K Buy
13,510
+835
+7% +$38.7K 0.23% 112
2025
Q1
$584K Sell
12,675
-265
-2% -$12.2K 0.23% 110
2024
Q4
$590K Buy
12,940
+616
+5% +$28.1K 0.24% 105
2024
Q3
$572K Buy
+12,324
New +$572K 0.25% 109