Modera Wealth Management’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	$2.23M	Buy	48,110 +453	+1%	+$21K	0.03%	249
2025 Q1	$2.2M	Buy	47,657 +10,727	+29%	+$494K	0.03%	237
2024 Q4	$1.68M	Buy	+36,930	New	+$1.68M	0.02%	261