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Ameritas Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

Ameritas Advisory Services’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
-3,609
Closed -$167K – 2546
2025
Q2 		$167K Buy
+3,609
New +$165K 0.01% 798

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Ameritas Advisory Services's JPIE Position: Q3 2025 in Review

Ameritas Advisory Services sold out of JPMorgan Income ETF (JPIE) in Q3 2025, closing a stake of 3,609 shares — an estimated $167K sold.

Ameritas Advisory Services first reported a position in JPIE in Q2 2025 and held it in 1 quarter. The position peaked at $167K in Q2 2025. 356 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

  • Ameritas Advisory Services reported no remaining JPMorgan Income ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 3,609 JPMorgan Income ETF shares in Q3 2025, an estimated $167K.
  • Ameritas Advisory Services first reported a position in JPMorgan Income ETF in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's JPMorgan Income ETF position peaked at $167K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.