Parkworth Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Parkworth 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
2025 Q2	$28.9K	Buy	+623	New	+$28.5K	0.02%	119

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parkworth Wealth Management's JPIE Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in JPMorgan Income ETF (JPIE) in Q2 2025: 623 shares worth $28.9K. The stake represents 0.02% of the portfolio and ranks #119 among its holdings.

336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

Parkworth Wealth Management held 623 shares of JPMorgan Income ETF worth $28.9K as of Q2 2025.
JPMorgan Income ETF was a new Parkworth Wealth Management position in Q2 2025.
JPMorgan Income ETF made up 0.02% of Parkworth Wealth Management's portfolio in Q2 2025, its #119 holding.
336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.