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Fermata Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Fermata Advisors’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
-12,276
Closed -$566K – 254
2025
Q1 		$566K Sell
12,276
-78,574
-86% -$3.61M 0.1% 146
2024
Q4 		$4.14M Buy
+90,850
New +$4.17M 0.77% 30

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

Fermata Advisors's JPIE Position: Q2 2025 in Review

Fermata Advisors sold out of JPMorgan Income ETF (JPIE) in Q2 2025, closing a stake of 12,276 shares — an estimated $566K sold.

Fermata Advisors first reported a position in JPIE in Q4 2024 and held it in 2 quarters. The position peaked at $4.14M in Q4 2024. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Fermata Advisors reported no remaining JPMorgan Income ETF position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 12,276 JPMorgan Income ETF shares in Q2 2025, an estimated $566K.
  • Fermata Advisors first reported a position in JPMorgan Income ETF in Q4 2024 and held it in 2 quarters.
  • Fermata Advisors's JPMorgan Income ETF position peaked at $4.14M in Q4 2024.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.