LGT Financial Advisors’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
2026 Q1	$21.9K	Sell	475 -145	-23%	-$6.71K	0.11%	101
2025 Q4	$28.7K	Sell	620 -41	-6%	-$1.9K	0.18%	86
2025 Q3	$30.7K	Sell	661 -34	-5%	-$1.57K	0.07%	157
2025 Q2	$32.2K	Sell	695 -257	-27%	-$11.8K	0.08%	126
2025 Q1	$43.9K	Buy	952 +93	+11%	+$4.27K	0.13%	107
2024 Q4	$39.2K	Sell	859 -160	-16%	-$7.34K	0.09%	185
2024 Q3	$47.3K	Buy	1,019 +438	+75%	+$20.1K	0.12%	128
2024 Q2	$26.4K	Buy	581 +1	+0.2%	+$45	0.06%	244
2024 Q1	$26.4K	Sell	580 -32	-5%	-$1.45K	0.03%	312
2023 Q4	$27.9K	Sell	612 -1,518	-71%	-$67.7K	0.03%	278
2023 Q3	$94.6K	Sell	2,130 -381	-15%	-$17.1K	0.12%	161
2023 Q2	$113K	Buy	2,511 +1,616	+181%	+$73.6K	0.12%	134
2023 Q1	$41K	Buy	+895	New	+$40.8K	0.08%	89