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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s JPMorgan Income ETF JPIE Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
Q3 		– Sell
-43,765
Closed -$2.03M – 75
2025
Q2 		$2.03M Buy
43,765
+34,755
+386% +$1.59M 1.35% 14
2025
Q1 		$415K Sell
9,010
-36,351
-80% -$1.67M 0.29% 62
2024
Q4 		$2.07M Buy
+45,361
New +$2.08M 1.41% 16

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's JPIE Position: Q3 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of JPMorgan Income ETF (JPIE) in Q3 2025, closing a stake of 43,765 shares — an estimated $2.03M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in JPIE in Q4 2024 and held it in 3 quarters. The position peaked at $2.07M in Q4 2024. 355 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining JPMorgan Income ETF position as of Q3 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 43,765 JPMorgan Income ETF shares in Q3 2025, an estimated $2.03M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in JPMorgan Income ETF in Q4 2024 and held it in 3 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's JPMorgan Income ETF position peaked at $2.07M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q3 2025, filed 10 Aug 2026.