Wayfinding Financial’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
$576K Sell
12,463
-5,399
-30% -$250K 0.26% 66
2025
Q1
$822K Buy
17,862
+3,882
+28% +$179K 0.36% 51
2024
Q4
$640K Sell
13,980
-1,153
-8% -$52.8K 0.34% 56
2024
Q3
$702K Buy
15,133
+1,347
+10% +$62.5K 0.52% 32
2024
Q2
$626K Buy
13,786
+3,780
+38% +$172K 0.35% 56
2024
Q1
$452K Buy
10,006
+1,433
+17% +$64.7K 0.26% 74
2023
Q4
$393K Sell
8,573
-19
-0.2% -$871 0.27% 69
2023
Q3
$380K Buy
8,592
+2,514
+41% +$111K 0.29% 63
2023
Q2
$274K Buy
+6,078
New +$274K 0.19% 84