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LifeGoal Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

LifeGoal Wealth Advisors’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.59M Buy
99,192
+1,587
+2% +$73.5K 4.37% 7
2025
Q1 		$4.5M Buy
97,605
+16,373
+20% +$754K 4.86% 6
2024
Q4 		$3.71M Buy
+81,232
New +$3.71M 4.02% 7