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Financial Gravity Companies’s JPMorgan Income ETF JPIE Stock Holding History

Financial Gravity Companies’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 		$11K Buy
+238
New +$10.9K ﹤0.01% 559
2024
Q4 		$10.9K Hold
238
– – ﹤0.01% 545
2024
Q3 		$11K Buy
+238
New +$10.9K ﹤0.01% 340

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

Financial Gravity Companies's JPIE Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in JPMorgan Income ETF (JPIE) in Q2 2025: 238 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in JPIE as recently as Q4 2024.

Financial Gravity Companies first reported a position in JPIE in Q3 2024 and has held it in 3 quarters since. The position peaked at $11K in Q3 2024. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Financial Gravity Companies held 238 shares of JPMorgan Income ETF worth $11K as of Q2 2025.
  • JPMorgan Income ETF was a new Financial Gravity Companies position in Q2 2025.
  • JPMorgan Income ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #559 holding.
  • Financial Gravity Companies first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's JPMorgan Income ETF position peaked at $11K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.