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ORG Partners’s JPMorgan Income ETF JPIE Stock Holding History

ORG 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
2025
Q4 		$322K Buy
6,958
+792
+13% +$36.7K 0.06% 260
2025
Q3 		$286K Buy
6,166
+1,365
+28% +$63.2K 0.05% 278
2025
Q2 		$221K Buy
+4,801
New +$220K 0.05% 302

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ORG Partners's JPIE Position: Q4 2025 in Review

ORG Partners increased its JPMorgan Income ETF (JPIE) stake by 13% in Q4 2025, buying an estimated $36.7K and bringing the position to 6,958 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #260.

ORG Partners first reported a position in JPIE in Q2 2025 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • ORG Partners held 6,958 shares of JPMorgan Income ETF worth $322K as of Q4 2025.
  • ORG Partners bought 792 JPMorgan Income ETF shares in Q4 2025, an estimated $36.7K.
  • JPMorgan Income ETF made up 0.06% of ORG Partners's portfolio in Q4 2025, its #260 holding.
  • ORG Partners first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.