Williams 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
$21M Buy
453,068
+54,707
+14% +$2.53M 22.88% 2
2025
Q1
$18.4M Buy
+398,361
New +$18.4M 12.83% 4