NP
JPIE icon

NorthRock Partners’s JPMorgan Income ETF JPIE Stock Holding History

NorthRock Partners’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
2026
Q1 		$699K Buy
15,180
+326
+2% +$15.1K 0.01% 363
2025
Q4 		$688K Buy
14,854
+244
+2% +$11.3K 0.01% 322
2025
Q3 		$678K Hold
14,610
– – 0.01% 441
2025
Q2 		$677K Sell
14,610
-246
-2% -$11.3K 0.02% 328
2025
Q1 		$684K Buy
14,856
+12,525
+537% +$575K 0.02% 281
2024
Q4 		$107K Hold
2,331
– – ﹤0.01% 610
2024
Q3 		$108K Hold
2,331
– – ﹤0.01% 648
2024
Q2 		$106K Buy
+2,331
New +$105K ﹤0.01% 615

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JP Morgan Chase
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SC
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SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $13.3B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return