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Argent Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Argent 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
Q1 		– Sell
-4,726
Closed -$216K – 152
2024
Q4 		$216K Sell
4,726
-1,590
-25% -$72.9K 0.08% 131
2024
Q3 		$293K Buy
6,316
+110
+2% +$5.05K 0.11% 117
2024
Q2 		$282K Sell
6,206
-110
-2% -$4.97K 0.11% 116
2024
Q1 		$288K Hold
6,316
– – 0.11% 116
2023
Q4 		$288K Hold
6,316
– – 0.13% 115
2023
Q3 		$280K Hold
6,316
– – 0.13% 111
2023
Q2 		$285K Buy
+6,316
New +$288K 0.13% 109

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
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Argent Advisors's JPIE Position: Q1 2025 in Review

Argent Advisors sold out of JPMorgan Income ETF (JPIE) in Q1 2025, closing a stake of 4,726 shares — an estimated $216K sold.

Argent Advisors first reported a position in JPIE in Q2 2023 and held it in 7 quarters. The position peaked at $293K in Q3 2024. 293 funds tracked by Wall St. Rank hold JPIE as of Q1 2025.

  • Argent Advisors reported no remaining JPMorgan Income ETF position as of Q1 2025 after selling out during the quarter.
  • Argent Advisors sold 4,726 JPMorgan Income ETF shares in Q1 2025, an estimated $216K.
  • Argent Advisors first reported a position in JPMorgan Income ETF in Q2 2023 and held it in 7 quarters.
  • Argent Advisors's JPMorgan Income ETF position peaked at $293K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2025.

Based on Argent Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.