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ADG Wealth Management Group’s JPMorgan Income ETF JPIE Stock Holding History

ADG Wealth Management Group’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
Q2 		– Sell
-4,447
Closed -$205K – 29
2025
Q1 		$205K Buy
4,447
+18
+0.4% +$826 0.19% 23
2024
Q4 		$202K Buy
+4,429
New +$203K 0.18% 28

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ADG Wealth Management Group's JPIE Position: Q2 2025 in Review

ADG Wealth Management Group sold out of JPMorgan Income ETF (JPIE) in Q2 2025, closing a stake of 4,447 shares — an estimated $205K sold.

ADG Wealth Management Group first reported a position in JPIE in Q4 2024 and held it in 2 quarters. The position peaked at $205K in Q1 2025. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • ADG Wealth Management Group reported no remaining JPMorgan Income ETF position as of Q2 2025 after selling out during the quarter.
  • ADG Wealth Management Group sold 4,447 JPMorgan Income ETF shares in Q2 2025, an estimated $205K.
  • ADG Wealth Management Group first reported a position in JPMorgan Income ETF in Q4 2024 and held it in 2 quarters.
  • ADG Wealth Management Group's JPMorgan Income ETF position peaked at $205K in Q1 2025.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on ADG Wealth Management Group's 13F filing for Q2 2025, filed 5 Aug 2025.