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Alpha Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Alpha Advisors’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
Q4 		– Sell
-171,127
Closed -$7.94M – 49
2025
Q3 		$7.94M Sell
171,127
-1,228
-0.7% -$56.9K 5.97% 7
2025
Q2 		$7.98M Buy
172,355
+27,102
+19% +$1.24M 6.84% 5
2025
Q1 		$6.69M Buy
145,253
+130,965
+917% +$6.01M 5.83% 7
2024
Q4 		$652K Buy
+14,288
New +$655K 0.67% 22

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Alpha Advisors's JPIE Position: Q4 2025 in Review

Alpha Advisors sold out of JPMorgan Income ETF (JPIE) in Q4 2025, closing a stake of 171,127 shares — an estimated $7.94M sold.

Alpha Advisors first reported a position in JPIE in Q4 2024 and held it in 4 quarters. The position peaked at $7.98M in Q2 2025. 414 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • Alpha Advisors reported no remaining JPMorgan Income ETF position as of Q4 2025 after selling out during the quarter.
  • Alpha Advisors sold 171,127 JPMorgan Income ETF shares in Q4 2025, an estimated $7.94M.
  • Alpha Advisors first reported a position in JPMorgan Income ETF in Q4 2024 and held it in 4 quarters.
  • Alpha Advisors's JPMorgan Income ETF position peaked at $7.98M in Q2 2025.
  • 414 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on Alpha Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.