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Transform Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Transform Wealth’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$255K Sell
5,531
-109
-2% -$5.02K 0.02% 220
2024
Q4 		$259K Buy
5,640
+492
+10% +$22.6K 0.01% 230
2024
Q3 		$239K Buy
5,148
+231
+5% +$10.7K 0.02% 198
2024
Q2 		$224K Buy
+4,917
New +$224K 0.02% 199