Burt Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Burt Wealth 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 Q3	$264K	Hold	5,681	–	–	0.06%	103
2025 Q2	$263K	Hold	5,681	–	–	0.06%	103
2025 Q1	$262K	Hold	5,681	–	–	0.07%	100
2024 Q4	$259K	Hold	5,681	–	–	0.07%	104
2024 Q3	$264K	Hold	5,681	–	–	0.06%	103
2024 Q2	$258K	Hold	5,681	–	–	0.07%	97
2024 Q1	$259K	Hold	5,681	–	–	0.07%	105
2023 Q4	$259K	Sell	5,681 -11,732	-67%	-$523K	0.07%	93
2023 Q3	$773K	Hold	17,413	–	–	0.24%	40
2023 Q2	$787K	Sell	17,413 -400	-2%	-$18.2K	0.24%	41
2023 Q1	$815K	Sell	17,813 -1,560	-8%	-$71.1K	0.25%	33
2022 Q4	$874K	Buy	19,373 +10,834	+127%	+$485K	0.29%	32
2022 Q3	$378K	Buy	8,539 +255	+3%	+$11.8K	0.15%	54
2022 Q2	$380K	Buy	+8,284	New	+$390K	0.13%	57

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Burt Wealth Advisors's JPIE Position: Q3 2025 in Review

Burt Wealth Advisors held its JPMorgan Income ETF (JPIE) position steady in Q3 2025 at 5,681 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #103.

Burt Wealth Advisors first reported a position in JPIE in Q2 2022 and has held it in 14 quarters since. The position peaked at $874K in Q4 2022. 356 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

Burt Wealth Advisors held 5,681 shares of JPMorgan Income ETF worth $264K as of Q3 2025.
Burt Wealth Advisors left its JPMorgan Income ETF share count unchanged in Q3 2025.
JPMorgan Income ETF made up 0.06% of Burt Wealth Advisors's portfolio in Q3 2025, its #103 holding.
Burt Wealth Advisors first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 14 quarters since.
Burt Wealth Advisors's JPMorgan Income ETF position peaked at $874K in Q4 2022.
356 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.