LaFleur & Godfrey’s JPMorgan Income ETF JPIE Stock Holding History

LaFleur & Godfrey’s Portfolio JPIE Stock Details JPIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$855K	Buy	18,569 +1,784	+11%	+$82.1K	0.1%	93
2026 Q1	$773K	Buy	16,785 +1,013	+6%	+$46.9K	0.1%	92
2025 Q4	$730K	Buy	15,772 +1,905	+14%	+$88.3K	0.09%	96
2025 Q3	$644K	Buy	13,867 +1,129	+9%	+$52.3K	0.08%	96
2025 Q2	$590K	Sell	12,738 -162	-1%	-$7.42K	0.07%	103
2025 Q1	$594K	Sell	12,900 -21	-0.2%	-$964	0.08%	103
2024 Q4	$589K	Buy	12,921 +856	+7%	+$39.2K	0.08%	98
2024 Q3	$560K	Buy	12,065 +1,182	+11%	+$54.2K	0.08%	100
2024 Q2	$495K	Buy	10,883 +5,045	+86%	+$228K	0.07%	99
2024 Q1	$266K	Buy	+5,838	New	+$265K	0.04%	114

Other funds holding JPIE

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return