LWA
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Lineweaver Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23.3M Buy
502,695
+34,481
+7% +$1.6M 3.68% 7
2025
Q1
$21.6M Buy
468,214
+157,279
+51% +$7.25M 3.67% 7
2024
Q4
$14.2M Buy
+310,935
New +$14.2M 2.62% 8