Perigon Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.4M Buy
2025
Q2
$8.11M Buy
2025
Q1
$7.23M Buy
2024
Q4
$4.64M Buy
2024
Q3
$1.76M Buy
2024
Q2
$1.47M Buy
2024
Q1
$679K Buy
2023
Q4
$498K Buy