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Obsidian Personal Planning Solutions’s JPMorgan Income ETF JPIE Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$13.9M Buy
298,749
+10,962
+4% +$508K 4.81% 5
2025
Q2 		$13.3M Buy
287,787
+8,826
+3% +$404K 5.4% 4
2025
Q1 		$12.8M Buy
+278,961
New +$12.8M 5.73% 4

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Obsidian Personal Planning Solutions's JPIE Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its JPMorgan Income ETF (JPIE) stake by 3.8% in Q3 2025, buying an estimated $508K and bringing the position to 298,749 shares worth $13.9M. The position accounts for 4.81% of the portfolio, ranked #5.

Obsidian Personal Planning Solutions first reported a position in JPIE in Q1 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

  • Obsidian Personal Planning Solutions held 298,749 shares of JPMorgan Income ETF worth $13.9M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 10,962 JPMorgan Income ETF shares in Q3 2025, an estimated $508K.
  • JPMorgan Income ETF made up 4.81% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #5 holding.
  • Obsidian Personal Planning Solutions first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.