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New Wave Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

New Wave Wealth Advisors’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 		– Sell
-317
Closed -$14.5K – 408
2024
Q4 		$14.5K Buy
+317
New +$14.5K 0.01% 301

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

New Wave Wealth Advisors's JPIE Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of JPMorgan Income ETF (JPIE) in Q1 2025, closing a stake of 317 shares — an estimated $14.5K sold.

New Wave Wealth Advisors first reported a position in JPIE in Q4 2024 and held it in 1 quarter. The position peaked at $14.5K in Q4 2024. 293 funds tracked by Wall St. Rank hold JPIE as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining JPMorgan Income ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 317 JPMorgan Income ETF shares in Q1 2025, an estimated $14.5K.
  • New Wave Wealth Advisors first reported a position in JPMorgan Income ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's JPMorgan Income ETF position peaked at $14.5K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.