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Longview Asset Management (New Mexico)’s JPMorgan Income ETF JPIE Stock Holding History

Longview Asset Management (New Mexico)’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
Q3 		– Sell
-4,832
Closed -$224K – 57
2025
Q2 		$224K Sell
4,832
-339
-7% -$15.5K 0.17% 48
2025
Q1 		$238K Sell
5,171
-6,354
-55% -$292K 0.2% 49
2024
Q4 		$526K Buy
+11,525
New +$528K 0.46% 33

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Longview Asset Management (New Mexico)'s JPIE Position: Q3 2025 in Review

Longview Asset Management (New Mexico) sold out of JPMorgan Income ETF (JPIE) in Q3 2025, closing a stake of 4,832 shares — an estimated $224K sold.

Longview Asset Management (New Mexico) first reported a position in JPIE in Q4 2024 and held it in 3 quarters. The position peaked at $526K in Q4 2024. 355 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

  • Longview Asset Management (New Mexico) reported no remaining JPMorgan Income ETF position as of Q3 2025 after selling out during the quarter.
  • Longview Asset Management (New Mexico) sold 4,832 JPMorgan Income ETF shares in Q3 2025, an estimated $224K.
  • Longview Asset Management (New Mexico) first reported a position in JPMorgan Income ETF in Q4 2024 and held it in 3 quarters.
  • Longview Asset Management (New Mexico)'s JPMorgan Income ETF position peaked at $526K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q3 2025, filed 10 Nov 2025.