MS
JPIE icon

Madden Securities’s JPMorgan Income ETF JPIE Stock Holding History

Madden Securities’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
-13,673
Closed -$633K – 115
2025
Q2 		$633K Sell
13,673
-15,510
-53% -$711K 0.21% 75
2025
Q1 		$1.34M Buy
29,183
+1,535
+6% +$70.4K 0.52% 49
2024
Q4 		$1.26M Buy
27,648
+19,890
+256% +$912K 0.5% 48
2024
Q3 		$360K Buy
+7,758
New +$356K 0.16% 86

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Madden Securities's JPIE Position: Q3 2025 in Review

Madden Securities sold out of JPMorgan Income ETF (JPIE) in Q3 2025, closing a stake of 13,673 shares — an estimated $633K sold.

Madden Securities first reported a position in JPIE in Q3 2024 and held it in 4 quarters. The position peaked at $1.34M in Q1 2025. 356 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

  • Madden Securities reported no remaining JPMorgan Income ETF position as of Q3 2025 after selling out during the quarter.
  • Madden Securities sold 13,673 JPMorgan Income ETF shares in Q3 2025, an estimated $633K.
  • Madden Securities first reported a position in JPMorgan Income ETF in Q3 2024 and held it in 4 quarters.
  • Madden Securities's JPMorgan Income ETF position peaked at $1.34M in Q1 2025.
  • 356 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on Madden Securities's 13F filing for Q3 2025, filed 24 Oct 2025.