Legacy Wealth Management (Idaho)’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	$154K	Sell	3,316 -35,758	-92%	-$1.66M	0.08%	83
2025 Q1	$1.8M	Sell	39,074 -36,015	-48%	-$1.66M	1.27%	21
2024 Q4	$3.44M	Sell	75,089 -8,556	-10%	-$392K	2.2%	13
2024 Q3	$3.82M	Buy	+83,645	New	+$3.82M	2.23%	12