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

Legacy Financial Strategies’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
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