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

Avantax 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 Q2	$1.45M	Buy	31,267 +7,701	+33%	+$353K	0.01%	959
2025 Q1	$1.09M	Buy	23,566 +16,386	+228%	+$752K	0.01%	1041
2024 Q4	$328K	Sell	7,180 -5,144	-42%	-$236K	﹤0.01%	1725
2024 Q3	$572K	Buy	12,324 +1,732	+16%	+$79.5K	﹤0.01%	1328
2024 Q2	$482K	Buy	10,592 +937	+10%	+$42.4K	﹤0.01%	1386
2024 Q1	$440K	Buy	9,655 +5,116	+113%	+$232K	﹤0.01%	1106
2023 Q4	$207K	Buy	+4,539	New	+$203K	﹤0.01%	1464
2023 Q2	–	Sell	-4,774	Closed	-$219K	–	1543
2023 Q1	$219K	Buy	+4,774	New	+$218K	﹤0.01%	1323

Other funds holding JPIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's JPIE Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan Income ETF (JPIE) stake by 33% in Q2 2025, buying an estimated $353K and bringing the position to 31,267 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #959.

Avantax Advisory Services first reported a position in JPIE in Q1 2023 and has held it in 8 quarters since. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

Avantax Advisory Services held 31,267 shares of JPMorgan Income ETF worth $1.45M as of Q2 2025.
Avantax Advisory Services bought 7,701 JPMorgan Income ETF shares in Q2 2025, an estimated $353K.
JPMorgan Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #959 holding.
Avantax Advisory Services first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 8 quarters since.
336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.