Investment Planning Advisors’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	$948K	Sell	20,477 -205,692	-91%	-$9.53M	0.34%	30
2025 Q1	$10.4M	Buy	226,169 +5,897	+3%	+$272K	4.23%	8
2024 Q4	$10M	Buy	220,272 +97,886	+80%	+$4.47M	4.39%	9
2024 Q3	$5.56M	Hold	122,386	–	–	2.84%	14
2024 Q2	$5.56M	Buy	+122,386	New	+$5.56M	2.84%	14