Seamount Financial Group’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
$879K Sell
18,967
-10,872
-36% -$504K 0.45% 51
2025
Q1
$1.37M Buy
29,839
+2,129
+8% +$98.1K 0.94% 30
2024
Q4
$1.26M Buy
+27,710
New +$1.26M 0.87% 30