Financial Advocates Investment Management’s JPMorgan Income ETF JPIE Stock Holding History

Financial Advocates Investment Management’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	-50,454	Closed	-$2.34M	–	341
2025 Q2	$2.34M	Sell	50,454 -2,917	-5%	-$134K	0.19%	118
2025 Q1	$2.46M	Buy	53,371 +36,655	+219%	+$1.68M	0.17%	139
2024 Q4	$763K	Sell	16,716 -168	-1%	-$7.7K	0.04%	362
2024 Q3	$783K	Buy	16,884 +3,649	+28%	+$167K	0.04%	357
2024 Q2	$602K	Buy	+13,235	New	+$598K	0.04%	390
2024 Q1	–	Sell	-6,618	Closed	-$332K	–	792
2023 Q4	$332K	Sell	6,618 -5,578	-46%	-$249K	0.02%	519
2023 Q3	$542K	Buy	12,196 +789	+7%	+$35.3K	0.04%	394
2023 Q2	$516K	Buy	+11,407	New	+$519K	0.04%	391

Other funds holding JPIE

JP Morgan Chase New York $1.81T AUM 41.13% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

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

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

Financial Advocates Investment Management's JPIE Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of JPMorgan Income ETF (JPIE) in Q3 2025, closing a stake of 50,454 shares — an estimated $2.34M sold.

Financial Advocates Investment Management first reported a position in JPIE in Q2 2023 and held it in 8 quarters. The position peaked at $2.46M in Q1 2025. 355 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

Financial Advocates Investment Management reported no remaining JPMorgan Income ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 50,454 JPMorgan Income ETF shares in Q3 2025, an estimated $2.34M.
Financial Advocates Investment Management first reported a position in JPMorgan Income ETF in Q2 2023 and held it in 8 quarters.
Financial Advocates Investment Management's JPMorgan Income ETF position peaked at $2.46M in Q1 2025.
355 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.