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PDS Planning’s JPMorgan Income ETF JPIE Stock Holding History

PDS Planning’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 		$1.15M Buy
24,766
+546
+2% +$25.3K 0.09% 110
2025
Q1 		$1.12M Buy
24,220
+8,594
+55% +$396K 0.09% 94
2024
Q4 		$713K Sell
15,626
-602
-4% -$27.5K 0.06% 133
2024
Q3 		$753K Buy
+16,228
New +$753K 0.07% 130