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John W. Brooker & Co’s JPMorgan Income ETF JPIE Stock Holding History

John W. Brooker & Co’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 		– Sell
-20,903
Closed -$963K – 59
2025
Q1 		$963K Buy
20,903
+195
+0.9% +$8.95K 0.4% 46
2024
Q4 		$945K Sell
20,708
-513
-2% -$23.5K 0.41% 47
2024
Q3 		$984K Sell
21,221
-2,068
-9% -$94.9K 0.45% 44
2024
Q2 		$1.06M Sell
23,289
-873
-4% -$39.5K 0.53% 43
2024
Q1 		$1.1M Sell
24,162
-1,498
-6% -$68.1K 0.59% 39
2023
Q4 		$1.17M Buy
25,660
+6,155
+32% +$275K 0.67% 38
2023
Q3 		$866K Buy
19,505
+2,284
+13% +$102K 0.55% 37
2023
Q2 		$778K Buy
17,221
+2,210
+15% +$101K 0.5% 40
2023
Q1 		$689K Buy
15,011
+2,260
+18% +$103K 0.46% 41
2022
Q4 		$575K Buy
+12,751
New +$571K 0.38% 43

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

John W. Brooker & Co's JPIE Position: Q2 2025 in Review

John W. Brooker & Co sold out of JPMorgan Income ETF (JPIE) in Q2 2025, closing a stake of 20,903 shares — an estimated $963K sold.

John W. Brooker & Co first reported a position in JPIE in Q4 2022 and held it in 10 quarters. The position peaked at $1.17M in Q4 2023. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • John W. Brooker & Co reported no remaining JPMorgan Income ETF position as of Q2 2025 after selling out during the quarter.
  • John W. Brooker & Co sold 20,903 JPMorgan Income ETF shares in Q2 2025, an estimated $963K.
  • John W. Brooker & Co first reported a position in JPMorgan Income ETF in Q4 2022 and held it in 10 quarters.
  • John W. Brooker & Co's JPMorgan Income ETF position peaked at $1.17M in Q4 2023.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on John W. Brooker & Co's 13F filing for Q2 2025, filed 16 Jul 2025.