Kelly Financial Group’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
$4.77M Buy
103,064
+4,727
+5% +$219K 1.38% 16
2025
Q1
$4.53M Buy
+98,337
New +$4.53M 1.42% 17