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JFS Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

JFS Wealth 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
Q4 		– Sell
-6,000
Closed -$278K – 1954
2025
Q3 		$278K Hold
6,000
– – 0.02% 288
2025
Q2 		$278K Sell
6,000
-1,500
-20% -$68.7K 0.02% 268
2025
Q1 		$346K Sell
7,500
-750
-9% -$34.4K 0.02% 239
2024
Q4 		$376K Buy
8,250
+1,500
+22% +$68.8K 0.03% 225
2024
Q3 		$313K Buy
6,750
+1,750
+35% +$80.3K 0.02% 246
2024
Q2 		$227K Buy
5,000
+550
+12% +$24.9K 0.02% 228
2024
Q1 		$203K Buy
4,450
+250
+6% +$11.4K 0.02% 244
2023
Q4 		$192K Buy
4,200
+450
+12% +$20.1K 0.02% 240
2023
Q3 		$167K Hold
3,750
– – 0.02% 238
2023
Q2 		$170K Buy
3,750
+150
+4% +$6.83K 0.02% 235
2023
Q1 		$165K Buy
3,600
+100
+3% +$4.56K 0.02% 234
2022
Q4 		$158K Buy
+3,500
New +$157K 0.02% 235

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFS Wealth Advisors's JPIE Position: Q4 2025 in Review

JFS Wealth Advisors sold out of JPMorgan Income ETF (JPIE) in Q4 2025, closing a stake of 6,000 shares — an estimated $278K sold.

JFS Wealth Advisors first reported a position in JPIE in Q4 2022 and held it in 12 quarters. The position peaked at $376K in Q4 2024. 413 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • JFS Wealth Advisors reported no remaining JPMorgan Income ETF position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 6,000 JPMorgan Income ETF shares in Q4 2025, an estimated $278K.
  • JFS Wealth Advisors first reported a position in JPMorgan Income ETF in Q4 2022 and held it in 12 quarters.
  • JFS Wealth Advisors's JPMorgan Income ETF position peaked at $376K in Q4 2024.
  • 413 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.