ETS
JPIE icon

ESL Trust Services’s JPMorgan Income ETF JPIE Stock Holding History

ESL Trust 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
Q4 		– Sell
-750
Closed -$34.8K – 289
2025
Q3 		$34.8K Buy
+750
New +$34.7K 0.01% 153

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
SFA
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
SC
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 22.96% 1-Year Est. Return
WA
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

ESL Trust Services's JPIE Position: Q4 2025 in Review

ESL Trust Services sold out of JPMorgan Income ETF (JPIE) in Q4 2025, closing a stake of 750 shares — an estimated $34.8K sold.

ESL Trust Services first reported a position in JPIE in Q3 2025 and held it in 1 quarter. The position peaked at $34.8K in Q3 2025. 413 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • ESL Trust Services reported no remaining JPMorgan Income ETF position as of Q4 2025 after selling out during the quarter.
  • ESL Trust Services sold 750 JPMorgan Income ETF shares in Q4 2025, an estimated $34.8K.
  • ESL Trust Services first reported a position in JPMorgan Income ETF in Q3 2025 and held it in 1 quarter.
  • ESL Trust Services's JPMorgan Income ETF position peaked at $34.8K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on ESL Trust Services's 13F filing for Q4 2025, filed 10 Feb 2026.