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FIG Financial Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

FIG Financial Advisory 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
Q3 		– Sell
-43,765
Closed -$2.03M – 75
2025
Q2 		$2.03M Buy
43,765
+34,755
+386% +$1.59M 1.35% 14
2025
Q1 		$415K Sell
9,010
-36,351
-80% -$1.67M 0.29% 62
2024
Q4 		$2.07M Buy
+45,361
New +$2.08M 1.41% 16

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $672B AUM 33.48% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

FIG Financial Advisory Services's JPIE Position: Q3 2025 in Review

FIG Financial Advisory Services sold out of JPMorgan Income ETF (JPIE) in Q3 2025, closing a stake of 43,765 shares — an estimated $2.03M sold.

FIG Financial Advisory Services first reported a position in JPIE in Q4 2024 and held it in 3 quarters. The position peaked at $2.07M in Q4 2024. 355 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

  • FIG Financial Advisory Services reported no remaining JPMorgan Income ETF position as of Q3 2025 after selling out during the quarter.
  • FIG Financial Advisory Services sold 43,765 JPMorgan Income ETF shares in Q3 2025, an estimated $2.03M.
  • FIG Financial Advisory Services first reported a position in JPMorgan Income ETF in Q4 2024 and held it in 3 quarters.
  • FIG Financial Advisory Services's JPMorgan Income ETF position peaked at $2.07M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on FIG Financial Advisory Services's 13F filing for Q3 2025, filed 10 Aug 2026.