Janney Capital Management’s JPMorgan Income ETF JPIE Stock Holding History

Janney Capital 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 Q4	$2.62M	Buy	56,562 +2,846	+5%	+$132K	0.16%	117
2025 Q3	$2.49M	Buy	53,716 +4,333	+9%	+$201K	0.16%	118
2025 Q2	$2.29M	Sell	49,383 -292	-0.6%	-$13.4K	0.15%	119
2025 Q1	$2.29M	Buy	49,675 +797	+2%	+$36.6K	0.16%	120
2024 Q4	$2.23M	Sell	48,878 -2,272	-4%	-$104K	0.15%	121
2024 Q3	$2.37M	Sell	51,150 -1,022	-2%	-$46.9K	0.16%	114
2024 Q2	$2.37M	Sell	52,172 -1,630	-3%	-$73.7K	0.17%	110
2024 Q1	$2.45M	Sell	53,802 -852	-2%	-$38.7K	0.16%	117
2023 Q4	$2.49M	Buy	+54,654	New	+$2.44M	0.17%	113

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Janney Capital Management's JPIE Position: Q4 2025 in Review

Janney Capital Management increased its JPMorgan Income ETF (JPIE) stake by 5.3% in Q4 2025, buying an estimated $132K and bringing the position to 56,562 shares worth $2.62M. The position accounts for 0.16% of the portfolio, ranked #117.

Janney Capital Management first reported a position in JPIE in Q4 2023 and has held it in 9 quarters since. 414 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

Janney Capital Management held 56,562 shares of JPMorgan Income ETF worth $2.62M as of Q4 2025.
Janney Capital Management bought 2,846 JPMorgan Income ETF shares in Q4 2025, an estimated $132K.
JPMorgan Income ETF made up 0.16% of Janney Capital Management's portfolio in Q4 2025, its #117 holding.
Janney Capital Management first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 9 quarters since.
414 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.