EFS
JPIE icon

Econ Financial Services’s JPMorgan Income ETF JPIE Stock Holding History

Econ Financial Services’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
Q1 		– Sell
-49,937
Closed -$2.28M – 93
2024
Q4 		$2.28M Sell
49,937
-8,992
-15% -$412K 1.31% 23
2024
Q3 		$2.73M Buy
58,929
+5,669
+11% +$260K 1.53% 13
2024
Q2 		$2.42M Sell
53,260
-129
-0.2% -$5.83K 1.5% 19
2024
Q1 		$2.43M Buy
53,389
+597
+1% +$27.1K 1.51% 21
2023
Q4 		$2.41M Buy
52,792
+8,687
+20% +$388K 1.69% 19
2023
Q3 		$1.96M Buy
+44,105
New +$1.98M 1.43% 18

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
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Econ Financial Services's JPIE Position: Q1 2025 in Review

Econ Financial Services sold out of JPMorgan Income ETF (JPIE) in Q1 2025, closing a stake of 49,937 shares — an estimated $2.28M sold.

Econ Financial Services first reported a position in JPIE in Q3 2023 and held it in 6 quarters. The position peaked at $2.73M in Q3 2024. 293 funds tracked by Wall St. Rank hold JPIE as of Q1 2025.

  • Econ Financial Services reported no remaining JPMorgan Income ETF position as of Q1 2025 after selling out during the quarter.
  • Econ Financial Services sold 49,937 JPMorgan Income ETF shares in Q1 2025, an estimated $2.28M.
  • Econ Financial Services first reported a position in JPMorgan Income ETF in Q3 2023 and held it in 6 quarters.
  • Econ Financial Services's JPMorgan Income ETF position peaked at $2.73M in Q3 2024.
  • 293 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2025.

Based on Econ Financial Services's 13F filing for Q1 2025, filed 23 Apr 2025.