Triad Wealth 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	$2.41M	Buy	52,055 +12,172	+31%	+$564K	0.49%	44
2025 Q1	$1.84M	Buy	39,883 +13,775	+53%	+$635K	0.57%	38
2024 Q4	$1.19M	Buy	+26,108	New	+$1.19M	0.43%	46