LIS
JPIE icon

Legacy Investment Solutions’s JPMorgan Income ETF JPIE Stock Holding History

Legacy Investment Solutions’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 		$154K Buy
+3,316
New +$152K 0.08% 84
2024
Q4 		$3.44M Sell
75,089
-8,556
-10% -$392K 2.2% 14
2024
Q3 		$3.82M Buy
+83,645
New +$3.84M 2.23% 13

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

Legacy Investment Solutions's JPIE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in JPMorgan Income ETF (JPIE) in Q2 2025: 3,316 shares worth $154K. The stake represents 0.08% of the portfolio and ranks #84 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in JPIE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in JPIE in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.82M in Q3 2024. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Legacy Investment Solutions held 3,316 shares of JPMorgan Income ETF worth $154K as of Q2 2025.
  • JPMorgan Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • JPMorgan Income ETF made up 0.08% of Legacy Investment Solutions's portfolio in Q2 2025, its #84 holding.
  • Legacy Investment Solutions first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's JPMorgan Income ETF position peaked at $3.82M in Q3 2024.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.