Legacy Wealth Management (Idaho)’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$154K Sell
2025
Q1
$1.8M Sell
2024
Q4
$3.44M Sell
2024
Q3
$3.82M Buy