Private Trust 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	$41.4K	Buy	893 +26	+3%	+$1.2K	﹤0.01%	1294
2025 Q1	$39.9K	Hold	867	–	–	﹤0.01%	1280
2024 Q4	$39.6K	Buy	867 +96	+12%	+$4.38K	﹤0.01%	1260
2024 Q3	$35.8K	Buy	+771	New	+$35.8K	﹤0.01%	1256