JP Morgan Chase
FPEI icon

JP Morgan Chase’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

JP Morgan Chase’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.85M Sell
417,320
-22,575
-5% -$437K ﹤0.01% 2908
2025
Q4 		$8.53M Buy
439,895
+72,107
+20% +$1.4M ﹤0.01% 2830
2025
Q3 		$7.11M Sell
367,788
-56,499
-13% -$1.08M ﹤0.01% 3038
2025
Q2 		$8.06M Sell
424,287
-1,037,318
-71% -$19.3M ﹤0.01% 2740
2025
Q1 		$27.3M Sell
1,461,605
-124,653
-8% -$2.34M ﹤0.01% 1675
2024
Q4 		$29.7M Buy
1,586,258
+652,332
+70% +$12.3M ﹤0.01% 1681
2024
Q3 		$17.8M Buy
933,926
+625,087
+202% +$11.7M ﹤0.01% 2095
2024
Q2 		$5.67M Sell
308,839
-861,169
-74% -$15.7M ﹤0.01% 2938
2024
Q1 		$21.3M Buy
1,170,008
+857,902
+275% +$15.5M ﹤0.01% 1834
2023
Q4 		$5.56M Buy
+312,106
New +$5.33M ﹤0.01% 2983
2023
Q2 		– Sell
-2,526
Closed -$42K – 7059
2023
Q1 		$42K Buy
+2,526
New +$45.4K ﹤0.01% 5766

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Bank of America
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Royal Bank of Canada
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LPL Financial
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CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return