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Consolidated Portfolio Review Corp’s JPMorgan Income ETF JPIE Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-39,922
Closed -$1.85M – 234
2025
Q3 		$1.85M Buy
39,922
+23,356
+141% +$1.08M 0.23% 108
2025
Q2 		$767K Buy
16,566
+5,280
+47% +$242K 0.11% 199
2025
Q1 		$520K Buy
+11,286
New +$518K 0.08% 220

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
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Consolidated Portfolio Review Corp's JPIE Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of JPMorgan Income ETF (JPIE) in Q4 2025, closing a stake of 39,922 shares — an estimated $1.85M sold.

Consolidated Portfolio Review Corp first reported a position in JPIE in Q1 2025 and held it in 3 quarters. The position peaked at $1.85M in Q3 2025. 415 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining JPMorgan Income ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 39,922 JPMorgan Income ETF shares in Q4 2025, an estimated $1.85M.
  • Consolidated Portfolio Review Corp first reported a position in JPMorgan Income ETF in Q1 2025 and held it in 3 quarters.
  • Consolidated Portfolio Review Corp's JPMorgan Income ETF position peaked at $1.85M in Q3 2025.
  • 415 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.