GWN Securities’s JPMorgan Income ETF JPIE Stock Holding History

GWN Securities’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	-4,363	Closed	-$202K	–	411
2025 Q2	$202K	Buy	+4,363	New	+$200K	0.04%	375

Other funds holding JPIE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

GWN Securities's JPIE Position: Q3 2025 in Review

GWN Securities sold out of JPMorgan Income ETF (JPIE) in Q3 2025, closing a stake of 4,363 shares — an estimated $202K sold.

GWN Securities first reported a position in JPIE in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 356 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

GWN Securities reported no remaining JPMorgan Income ETF position as of Q3 2025 after selling out during the quarter.
GWN Securities sold 4,363 JPMorgan Income ETF shares in Q3 2025, an estimated $202K.
GWN Securities first reported a position in JPMorgan Income ETF in Q2 2025 and held it in 1 quarter.
GWN Securities's JPMorgan Income ETF position peaked at $202K in Q2 2025.
356 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.