Fortress Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Fortress 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 Q3	$15.7M	Sell	337,830 -4,021	-1%	-$186K	6.97%	5
2025 Q2	$15.8M	Buy	341,851 +22,846	+7%	+$1.05M	7.64%	4
2025 Q1	$14.7M	Buy	319,005 +40,211	+14%	+$1.85M	7.63%	4
2024 Q4	$12.7M	Buy	278,794 +29,273	+12%	+$1.34M	6.17%	5
2024 Q3	$11.6M	Buy	249,521 +27,079	+12%	+$1.24M	5.78%	5
2024 Q2	$10.1M	Sell	222,442 -540	-0.2%	-$24.4K	5.17%	5
2024 Q1	$10.2M	Sell	222,982 -2,154	-1%	-$97.9K	5.24%	5
2023 Q4	$10.3M	Sell	225,136 -4,656	-2%	-$208K	5.6%	5
2023 Q3	$10.2M	Buy	229,792 +15,268	+7%	+$684K	6.6%	5
2023 Q2	$9.7M	Buy	214,524 +57,166	+36%	+$2.6M	6.28%	5
2023 Q1	$7.2M	Buy	157,358 +93,312	+146%	+$4.25M	5.05%	6
2022 Q4	$2.89M	Buy	+64,046	New	+$2.87M	2.4%	11

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

SFA

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fortress Wealth Management's JPIE Position: Q3 2025 in Review

Fortress Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 1.2% in Q3 2025, selling an estimated $186K and leaving 337,830 shares worth $15.7M. The position accounts for 6.97% of the portfolio, ranked #5.

Fortress Wealth Management first reported a position in JPIE in Q4 2022 and has held it in 12 quarters since. The position peaked at $15.8M in Q2 2025. 355 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

Fortress Wealth Management held 337,830 shares of JPMorgan Income ETF worth $15.7M as of Q3 2025.
Fortress Wealth Management sold 4,021 JPMorgan Income ETF shares in Q3 2025, an estimated $186K.
JPMorgan Income ETF made up 6.97% of Fortress Wealth Management's portfolio in Q3 2025, its #5 holding.
Fortress Wealth Management first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 12 quarters since.
Fortress Wealth Management's JPMorgan Income ETF position peaked at $15.8M in Q2 2025.
355 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.