IHWM
JPIE icon

Iron Horse Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Iron Horse 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
Q2 		$74.1K Hold
1,600
– – 0.02% 113
2025
Q1 		$73.7K Buy
1,600
+600
+60% +$27.5K 0.02% 96
2024
Q4 		$45.6K Buy
1,000
+200
+25% +$9.17K 0.02% 123
2024
Q3 		$37.1K Hold
800
– – 0.01% 130
2024
Q2 		$36.4K Hold
800
– – 0.01% 125
2024
Q1 		$36.4K Hold
800
– – 0.01% 102
2023
Q4 		$36.5K Buy
+800
New +$35.7K 0.02% 92

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

Iron Horse Wealth Management's JPIE Position: Q2 2025 in Review

Iron Horse Wealth Management held its JPMorgan Income ETF (JPIE) position steady in Q2 2025 at 1,600 shares worth $74.1K. The position accounts for 0.02% of the portfolio, ranked #113.

Iron Horse Wealth Management first reported a position in JPIE in Q4 2023 and has held it in 7 quarters since. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Iron Horse Wealth Management held 1,600 shares of JPMorgan Income ETF worth $74.1K as of Q2 2025.
  • Iron Horse Wealth Management left its JPMorgan Income ETF share count unchanged in Q2 2025.
  • JPMorgan Income ETF made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #113 holding.
  • Iron Horse Wealth Management first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 7 quarters since.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.