Legacy Financial Strategies’s JPMorgan Income ETF JPIE Stock Holding History

Legacy Financial Strategies’s Portfolio JPIE Stock Details JPIE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$251K	Sell
2025 Q1	$306K	Sell
2024 Q4	$316K	Buy
2024 Q3	$306K	Buy
2024 Q2	$246K	Sell
2024 Q1	$260K	Buy
2023 Q4	$238K	Sell
2023 Q3	$255K	Buy