Halbert Hargrove Global Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Halbert Hargrove Global Advisors’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	–	Sell	-25	Closed	-$1.15K	–	679
2024 Q4	$1.13K	Buy	+25	New	+$1.15K	﹤0.01%	285
2024 Q3	–	Sell	-157,938	Closed	-$7.18M	–	96
2024 Q2	$7.18M	Sell	157,938 -5,014	-3%	-$227K	0.42%	17
2024 Q1	$7.42M	Buy	162,952 +8,820	+6%	+$401K	0.49%	21
2023 Q4	$7.03M	Buy	154,132 +7,091	+5%	+$316K	0.48%	25
2023 Q3	$6.53M	Buy	+147,041	New	+$6.59M	0.49%	25

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

Halbert Hargrove Global Advisors's JPIE Position: Q1 2025 in Review

Halbert Hargrove Global Advisors sold out of JPMorgan Income ETF (JPIE) in Q1 2025, closing a stake of 25 shares — an estimated $1.15K sold.

Halbert Hargrove Global Advisors first reported a position in JPIE in Q3 2023 and held it in 5 quarters. The position peaked at $7.42M in Q1 2024. 293 funds tracked by Wall St. Rank hold JPIE as of Q1 2025.

Halbert Hargrove Global Advisors reported no remaining JPMorgan Income ETF position as of Q1 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 25 JPMorgan Income ETF shares in Q1 2025, an estimated $1.15K.
Halbert Hargrove Global Advisors first reported a position in JPMorgan Income ETF in Q3 2023 and held it in 5 quarters.
Halbert Hargrove Global Advisors's JPMorgan Income ETF position peaked at $7.42M in Q1 2024.
293 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.