4WM
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49 Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

49 Wealth Management’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,705
Closed -$215K – 200
2024
Q4 		$215K Sell
4,705
-9,996
-68% -$458K 0.03% 151
2024
Q3 		$682K Sell
14,701
-7,270
-33% -$334K 0.11% 68
2024
Q2 		$992K Sell
21,971
-111,490
-84% -$5.04M 0.2% 57
2024
Q1 		$6.03M Sell
133,461
-18,948
-12% -$861K 1.29% 20
2023
Q4 		$6.95M Buy
+152,409
New +$6.8M 1.79% 17

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

49 Wealth Management's JPIE Position: Q1 2025 in Review

49 Wealth Management sold out of JPMorgan Income ETF (JPIE) in Q1 2025, closing a stake of 4,705 shares — an estimated $215K sold.

49 Wealth Management first reported a position in JPIE in Q4 2023 and held it in 5 quarters. The position peaked at $6.95M in Q4 2023. 293 funds tracked by Wall St. Rank hold JPIE as of Q1 2025.

  • 49 Wealth Management reported no remaining JPMorgan Income ETF position as of Q1 2025 after selling out during the quarter.
  • 49 Wealth Management sold 4,705 JPMorgan Income ETF shares in Q1 2025, an estimated $215K.
  • 49 Wealth Management first reported a position in JPMorgan Income ETF in Q4 2023 and held it in 5 quarters.
  • 49 Wealth Management's JPMorgan Income ETF position peaked at $6.95M in Q4 2023.
  • 293 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2025.

Based on 49 Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.