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Advisory Alpha’s JPMorgan Income ETF JPIE Stock Holding History

Advisory Alpha’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
-4,476
Closed -$206K – 492
2025
Q1 		$206K Sell
4,476
-1,899
-30% -$87.1K 0.01% 436
2024
Q4 		$291K Sell
6,375
-2,207
-26% -$101K 0.01% 328
2024
Q3 		$398K Sell
8,582
-2,407
-22% -$110K 0.01% 267
2024
Q2 		$500K Sell
10,989
-19,658
-64% -$889K 0.02% 209
2024
Q1 		$1.4M Buy
30,647
+701
+2% +$31.8K 0.06% 129
2023
Q4 		$1.37M Buy
29,946
+3,193
+12% +$142K 0.06% 123
2023
Q3 		$1.19M Buy
26,753
+3,739
+16% +$167K 0.06% 125
2023
Q2 		$1.04M Buy
+23,014
New +$1.05M 0.05% 152

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

Advisory Alpha's JPIE Position: Q2 2025 in Review

Advisory Alpha sold out of JPMorgan Income ETF (JPIE) in Q2 2025, closing a stake of 4,476 shares — an estimated $206K sold.

Advisory Alpha first reported a position in JPIE in Q2 2023 and held it in 8 quarters. The position peaked at $1.4M in Q1 2024. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Advisory Alpha reported no remaining JPMorgan Income ETF position as of Q2 2025 after selling out during the quarter.
  • Advisory Alpha sold 4,476 JPMorgan Income ETF shares in Q2 2025, an estimated $206K.
  • Advisory Alpha first reported a position in JPMorgan Income ETF in Q2 2023 and held it in 8 quarters.
  • Advisory Alpha's JPMorgan Income ETF position peaked at $1.4M in Q1 2024.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Advisory Alpha's 13F filing for Q2 2025, filed 1 Aug 2025.