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Litman Gregory Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Litman Gregory Wealth Management’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 		$104K Sell
2,248
-3,651
-62% -$169K 0.01% 180
2025
Q3 		$274K Buy
+5,899
New +$273K 0.02% 130

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

Litman Gregory Wealth Management's JPIE Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 62% in Q4 2025, selling an estimated $169K and leaving 2,248 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #180.

Litman Gregory Wealth Management first reported a position in JPIE in Q3 2025 and has held it in 2 quarters since. The position peaked at $274K in Q3 2025. 413 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • Litman Gregory Wealth Management held 2,248 shares of JPMorgan Income ETF worth $104K as of Q4 2025.
  • Litman Gregory Wealth Management sold 3,651 JPMorgan Income ETF shares in Q4 2025, an estimated $169K.
  • JPMorgan Income ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #180 holding.
  • Litman Gregory Wealth Management first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 2 quarters since.
  • Litman Gregory Wealth Management's JPMorgan Income ETF position peaked at $274K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.