Orion Portfolio Solutions’s JPMorgan Income ETF JPIE Stock Holding History

Orion Portfolio 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 Q1	$1.54M	Buy	+33,417	New	+$1.53M	0.02%	851

Other funds holding JPIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Orion Portfolio Solutions's JPIE Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in JPMorgan Income ETF (JPIE) in Q1 2025: 33,417 shares worth $1.54M. The stake represents 0.02% of the portfolio and ranks #851 among its holdings.

293 funds tracked by Wall St. Rank hold JPIE as of Q1 2025.

Orion Portfolio Solutions held 33,417 shares of JPMorgan Income ETF worth $1.54M as of Q1 2025.
JPMorgan Income ETF was a new Orion Portfolio Solutions position in Q1 2025.
JPMorgan Income ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #851 holding.
293 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.