Evoke Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Evoke Wealth’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	-9,855	Closed	-$457K	–	708
2025 Q3	$457K	Buy	+9,855	New	+$456K	0.01%	379

Other funds holding JPIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evoke Wealth's JPIE Position: Q4 2025 in Review

Evoke Wealth sold out of JPMorgan Income ETF (JPIE) in Q4 2025, closing a stake of 9,855 shares — an estimated $457K sold.

Evoke Wealth first reported a position in JPIE in Q3 2025 and held it in 1 quarter. The position peaked at $457K in Q3 2025. 412 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

Evoke Wealth reported no remaining JPMorgan Income ETF position as of Q4 2025 after selling out during the quarter.
Evoke Wealth sold 9,855 JPMorgan Income ETF shares in Q4 2025, an estimated $457K.
Evoke Wealth first reported a position in JPMorgan Income ETF in Q3 2025 and held it in 1 quarter.
Evoke Wealth's JPMorgan Income ETF position peaked at $457K in Q3 2025.
412 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.