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Castleview Partners’s JPMorgan Income ETF JPIE Stock Holding History

Castleview 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 		– Sell
-5,229
Closed -$241K – 182
2025
Q1 		$241K Buy
+5,229
New +$240K 0.16% 151

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

Castleview Partners's JPIE Position: Q2 2025 in Review

Castleview Partners sold out of JPMorgan Income ETF (JPIE) in Q2 2025, closing a stake of 5,229 shares — an estimated $241K sold.

Castleview Partners first reported a position in JPIE in Q1 2025 and held it in 1 quarter. The position peaked at $241K in Q1 2025. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Castleview Partners reported no remaining JPMorgan Income ETF position as of Q2 2025 after selling out during the quarter.
  • Castleview Partners sold 5,229 JPMorgan Income ETF shares in Q2 2025, an estimated $241K.
  • Castleview Partners first reported a position in JPMorgan Income ETF in Q1 2025 and held it in 1 quarter.
  • Castleview Partners's JPMorgan Income ETF position peaked at $241K in Q1 2025.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Castleview Partners's 13F filing for Q2 2025, filed 16 Jul 2025.