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Blue Investment Partners’s JPMorgan Income ETF JPIE Stock Holding History

Blue Investment Partners’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 		$10.3M Buy
222,272
+54,844
+33% +$2.51M 3.61% 12
2025
Q1 		$7.71M Buy
167,428
+35,334
+27% +$1.62M 2.9% 14
2024
Q4 		$6.03M Buy
+132,094
New +$6.06M 2.21% 17

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blue Investment Partners's JPIE Position: Q2 2025 in Review

Blue Investment Partners increased its JPMorgan Income ETF (JPIE) stake by 33% in Q2 2025, buying an estimated $2.51M and bringing the position to 222,272 shares worth $10.3M. The position accounts for 3.61% of the portfolio, ranked #12.

Blue Investment Partners first reported a position in JPIE in Q4 2024 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Blue Investment Partners held 222,272 shares of JPMorgan Income ETF worth $10.3M as of Q2 2025.
  • Blue Investment Partners bought 54,844 JPMorgan Income ETF shares in Q2 2025, an estimated $2.51M.
  • JPMorgan Income ETF made up 3.61% of Blue Investment Partners's portfolio in Q2 2025, its #12 holding.
  • Blue Investment Partners first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.