Walkner Condon Financial Advisors’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 Q1	–	Sell	-12,942	Closed	-$590K	–	288
2024 Q4	$590K	Buy	12,942 +693	+6%	+$31.6K	0.12%	141
2024 Q3	$568K	Buy	12,249 +218	+2%	+$10.1K	0.12%	144
2024 Q2	$547K	Sell	12,031 -339	-3%	-$15.4K	0.12%	135
2024 Q1	$564K	Buy	+12,370	New	+$564K	0.12%	142