Kingswood Wealth 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	$1.37M	Buy	29,478 +18,733	+174%	+$868K	0.11%	203
2025 Q1	$495K	Sell	10,745 -36,176	-77%	-$1.67M	0.05%	398
2024 Q4	$2.14M	Sell	46,921 -5,249	-10%	-$239K	0.16%	142
2024 Q3	$2.42M	Buy	+52,170	New	+$2.42M	0.17%	131