MWG
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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 $1.47T 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 $17.8B AUM 21.2% 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 $528B 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 $13.3B AUM 18.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return