Kovitz Investment Group Partners
JPIE icon

Kovitz Investment Group Partners’s JPMorgan Income ETF JPIE Stock Holding History

Kovitz Investment Group Partners’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
-5,626
Closed -$261K – 917
2025
Q3 		$261K Buy
5,626
+339
+6% +$15.7K ﹤0.01% 1249
2025
Q2 		$245K Buy
+5,287
New +$242K ﹤0.01% 1210

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

Kovitz Investment Group Partners's JPIE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of JPMorgan Income ETF (JPIE) in Q4 2025, closing a stake of 5,626 shares — an estimated $261K sold.

Kovitz Investment Group Partners first reported a position in JPIE in Q2 2025 and held it in 2 quarters. The position peaked at $261K in Q3 2025. 413 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining JPMorgan Income ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,626 JPMorgan Income ETF shares in Q4 2025, an estimated $261K.
  • Kovitz Investment Group Partners first reported a position in JPMorgan Income ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's JPMorgan Income ETF position peaked at $261K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.