Northwestern Mutual Wealth Management
JPIE icon

Northwestern Mutual Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Northwestern Mutual Wealth Management’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 		$8.09M Buy
175,661
+3,452
+2% +$160K 0.01% 657
2025
Q4 		$7.97M Buy
172,209
+124,510
+261% +$5.77M 0.01% 629
2025
Q3 		$2.21M Buy
47,699
+31,050
+186% +$1.44M ﹤0.01% 974
2025
Q2 		$771K Buy
16,649
+11,498
+223% +$527K ﹤0.01% 1239
2025
Q1 		$237K Buy
+5,151
New +$236K ﹤0.01% 1597
2023
Q4 		– Sell
-13
Closed -$577 – 3577
2023
Q3 		$577 Sell
13
-1,188
-99% -$53.2K ﹤0.01% 3104
2023
Q2 		$54.3K Buy
+1,201
New +$54.7K ﹤0.01% 1948

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SC
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SFA
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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