Richard W. Paul & Associates’s JPMorgan Income ETF JPIE Stock Holding History

Richard W. Paul & Associates’s Portfolio JPIE Stock Details JPIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.24M	Buy
2025 Q1	$9.02M	Buy
2024 Q4	$8.92M	Buy
2024 Q3	$8.8M	Buy
2024 Q2	$1.13M	Buy
2024 Q1	$881K	Buy
2023 Q4	$687K	Buy
2023 Q3	$622K	Buy
2023 Q2	$543K	Buy