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Napatree Capital’s JPMorgan Income ETF JPIE Stock Holding History

Napatree Capital’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
Q1 		$730K Buy
+15,854
New +$727K 0.41% 66

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Napatree Capital's JPIE Position: Q1 2025 in Review

Napatree Capital opened a new position in JPMorgan Income ETF (JPIE) in Q1 2025: 15,854 shares worth $730K. The stake represents 0.41% of the portfolio and ranks #66 among its holdings.

293 funds tracked by Wall St. Rank hold JPIE as of Q1 2025.

  • Napatree Capital held 15,854 shares of JPMorgan Income ETF worth $730K as of Q1 2025.
  • JPMorgan Income ETF was a new Napatree Capital position in Q1 2025.
  • JPMorgan Income ETF made up 0.41% of Napatree Capital's portfolio in Q1 2025, its #66 holding.
  • 293 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.