LFS
Legacy Financial Strategies’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
5,416
-1,222
| -18% | -$56.6K | 0.05% | 113 |
|
|
2025
Q1 | $306K | Sell |
6,638
-282
| -4% | -$13K | 0.07% | 88 |
|
|
2024
Q4 | $316K | Buy |
6,920
+332
| +5% | +$15.2K | 0.07% | 86 |
|
|
2024
Q3 | $306K | Buy |
6,588
+1,164
| +21% | +$54K | 0.07% | 88 |
|
|
2024
Q2 | $246K | Sell |
5,424
-277
| -5% | -$12.5K | 0.06% | 85 |
|
|
2024
Q1 | $260K | Buy |
5,701
+490
| +9% | +$22.3K | 0.07% | 75 |
|
|
2023
Q4 | $238K | Sell |
5,211
-558
| -10% | -$25.5K | 0.07% | 72 |
|
|
2023
Q3 | $255K | Buy |
+5,769
| New | +$255K | 0.08% | 65 |
|