Financial Network Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Financial Network Wealth 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 Q1	$10K	Buy	+220	New	+$10.1K	﹤0.01%	322

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

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

HFS

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

SFA

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Network Wealth Management's JPIE Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in JPMorgan Income ETF (JPIE) in Q1 2025: 220 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings.

293 funds tracked by Wall St. Rank hold JPIE as of Q1 2025.

Financial Network Wealth Management held 220 shares of JPMorgan Income ETF worth $10K as of Q1 2025.
JPMorgan Income ETF was a new Financial Network Wealth Management position in Q1 2025.
JPMorgan Income ETF made up ﹤0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #322 holding.
293 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.