Rockingstone Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Rockingstone Advisors’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
2026 Q2	$1,000K	Hold	21,705	–	–	0.4%	62
2026 Q1	$1,000K	Sell	21,705 -350	-2%	-$16.2K	0.46%	61
2025 Q4	$1.02M	Buy	22,055 +575	+3%	+$26.6K	0.47%	62
2025 Q3	$997K	Sell	21,480 -2,125	-9%	-$98.4K	0.49%	58
2025 Q2	$1.09M	Hold	23,605	–	–	0.57%	53
2025 Q1	$1.09M	Hold	23,605	–	–	0.49%	55
2024 Q4	$1.08M	Sell	23,605 -2,090	-8%	-$95.8K	0.48%	54
2024 Q3	$1.19M	Sell	25,695 -1,215	-5%	-$55.7K	0.59%	53
2024 Q2	$1.22M	Buy	26,910 +790	+3%	+$35.7K	0.63%	52
2024 Q1	$1.19M	Sell	26,120 -1,910	-7%	-$86.8K	0.61%	59
2023 Q4	$1.28M	Sell	28,030 -6,935	-20%	-$309K	0.72%	54
2023 Q3	$1.55M	Sell	34,965 -2,670	-7%	-$120K	0.86%	41
2023 Q2	$1.7M	Buy	37,635 +2,730	+8%	+$124K	0.96%	40
2023 Q1	$1.6M	Buy	34,905 +4,353	+14%	+$198K	0.97%	41
2022 Q4	$1.38M	Buy	+30,552	New	+$1.37M	1.03%	45

Other funds holding JPIE

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return