O'Rourke & Company’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	$6.56M	Buy	141,638 +8,256	+6%	+$382K	3.06%	6
2025 Q1	$6.14M	Buy	133,382 +14,140	+12%	+$651K	3.05%	5
2024 Q4	$5.44M	Buy	119,242 +47,958	+67%	+$2.19M	2.67%	9
2024 Q3	$3.31M	Buy	+71,284	New	+$3.31M	1.65%	14