Atria Wealth Solutions’s JPMorgan Income ETF JPIE Stock Holding History

Atria Wealth Solutions’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	$996K	Sell	21,513 -278,451	-93%	-$12.8M	0.02%	634
2025 Q1	$13.8M	Buy	299,964 +132,534	+79%	+$6.08M	0.17%	134
2024 Q4	$7.64M	Buy	167,430 +105,892	+172%	+$4.86M	0.08%	248
2024 Q3	$2.85M	Buy	61,538 +44,493	+261%	+$2.04M	0.03%	511
2024 Q2	$775K	Sell	17,045 -389	-2%	-$17.6K	0.01%	1014
2024 Q1	$794K	Sell	17,434 -10	-0.1%	-$454	0.01%	1016
2023 Q4	$796K	Buy	+17,444	New	+$778K	0.01%	975

Other funds holding JPIE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's JPIE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan Income ETF (JPIE) stake by 93% in Q2 2025, selling an estimated $12.8M and leaving 21,513 shares worth $996K. The position accounts for 0.02% of the portfolio, ranked #634.

Atria Wealth Solutions first reported a position in JPIE in Q4 2023 and has held it in 7 quarters since. The position peaked at $13.8M in Q1 2025. 338 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

Atria Wealth Solutions held 21,513 shares of JPMorgan Income ETF worth $996K as of Q2 2025.
Atria Wealth Solutions sold 278,451 JPMorgan Income ETF shares in Q2 2025, an estimated $12.8M.
JPMorgan Income ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #634 holding.
Atria Wealth Solutions first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 7 quarters since.
Atria Wealth Solutions's JPMorgan Income ETF position peaked at $13.8M in Q1 2025.
338 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.