JFS Wealth Advisors’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
2025
Q2
$278K Sell
2025
Q1
$346K Sell
2024
Q4
$376K Buy
2024
Q3
$313K Buy
2024
Q2
$227K Buy
2024
Q1
$203K Buy
2023
Q4
$192K Buy
2023
Q3
$167K Hold
2023
Q2
$170K Buy
2023
Q1
$165K Buy
2022
Q4
$158K Buy