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McCarthy & Cox’s JPMorgan Income ETF JPIE Stock Holding History

McCarthy & Cox’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 		– Sell
-120,387
Closed -$5.59M – 52
2025
Q3 		$5.59M Buy
120,387
+12,996
+12% +$602K 1.27% 13
2025
Q2 		$4.97M Buy
+107,391
New +$4.92M 1.3% 15

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McCarthy & Cox's JPIE Position: Q4 2025 in Review

McCarthy & Cox sold out of JPMorgan Income ETF (JPIE) in Q4 2025, closing a stake of 120,387 shares — an estimated $5.59M sold.

McCarthy & Cox first reported a position in JPIE in Q2 2025 and held it in 2 quarters. The position peaked at $5.59M in Q3 2025. 412 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • McCarthy & Cox reported no remaining JPMorgan Income ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 120,387 JPMorgan Income ETF shares in Q4 2025, an estimated $5.59M.
  • McCarthy & Cox first reported a position in JPMorgan Income ETF in Q2 2025 and held it in 2 quarters.
  • McCarthy & Cox's JPMorgan Income ETF position peaked at $5.59M in Q3 2025.
  • 412 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.