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Martin Worley Group’s JPMorgan Income ETF JPIE Stock Holding History

Martin Worley Group’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 		$4.7M Buy
101,567
+22,483
+28% +$1.03M 2.3% 13
2025
Q1 		$3.64M Buy
79,084
+12,959
+20% +$595K 2.08% 14
2024
Q4 		$3.02M Buy
+66,125
New +$3.03M 1.89% 14

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $1.55T 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Martin Worley Group's JPIE Position: Q2 2025 in Review

Martin Worley Group increased its JPMorgan Income ETF (JPIE) stake by 28% in Q2 2025, buying an estimated $1.03M and bringing the position to 101,567 shares worth $4.7M. The position accounts for 2.3% of the portfolio, ranked #13.

Martin Worley Group first reported a position in JPIE in Q4 2024 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Martin Worley Group held 101,567 shares of JPMorgan Income ETF worth $4.7M as of Q2 2025.
  • Martin Worley Group bought 22,483 JPMorgan Income ETF shares in Q2 2025, an estimated $1.03M.
  • JPMorgan Income ETF made up 2.3% of Martin Worley Group's portfolio in Q2 2025, its #13 holding.
  • Martin Worley Group first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.