Royal Harbor Partners’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
$8.78M Buy
189,510
+3,250
+2% +$151K 3.21% 10
2025
Q1
$8.58M Buy
186,260
+9,119
+5% +$420K 3.32% 8
2024
Q4
$8.08M Buy
177,141
+6,631
+4% +$303K 3.05% 12
2024
Q3
$7.91M Buy
170,510
+10,426
+7% +$484K 3.07% 10
2024
Q2
$7.28M Buy
+160,084
New +$7.28M 3.01% 13