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Blue Oak Capital’s JPMorgan Income ETF JPIE Stock Holding History

Blue Oak Capital’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 		$4.75M Sell
102,554
-23,377
-19% -$1.07M 2.5% 12
2025
Q1 		$5.8M Buy
125,931
+18,611
+17% +$854K 3.2% 9
2024
Q4 		$4.92M Buy
+107,320
New +$4.92M 2.99% 9

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
SC
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
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 $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Blue Oak Capital's JPIE Position: Q2 2025 in Review

Blue Oak Capital reduced its JPMorgan Income ETF (JPIE) stake by 19% in Q2 2025, selling an estimated $1.07M and leaving 102,554 shares worth $4.75M. The position accounts for 2.5% of the portfolio, ranked #12.

Blue Oak Capital first reported a position in JPIE in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.8M in Q1 2025. 337 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Blue Oak Capital held 102,554 shares of JPMorgan Income ETF worth $4.75M as of Q2 2025.
  • Blue Oak Capital sold 23,377 JPMorgan Income ETF shares in Q2 2025, an estimated $1.07M.
  • JPMorgan Income ETF made up 2.5% of Blue Oak Capital's portfolio in Q2 2025, its #12 holding.
  • Blue Oak Capital first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's JPMorgan Income ETF position peaked at $5.8M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.