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Peapack-Gladstone Financial Corp’s JPMorgan Income ETF JPIE Stock Holding History

Peapack-Gladstone Financial Corp’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 		– Sell
-133,331
Closed -$6.14M – 690
2025
Q1 		$6.14M Buy
+133,331
New +$6.12M 0.09% 193

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
SC
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peapack-Gladstone Financial Corp's JPIE Position: Q2 2025 in Review

Peapack-Gladstone Financial Corp sold out of JPMorgan Income ETF (JPIE) in Q2 2025, closing a stake of 133,331 shares — an estimated $6.14M sold.

Peapack-Gladstone Financial Corp first reported a position in JPIE in Q1 2025 and held it in 1 quarter. The position peaked at $6.14M in Q1 2025. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Peapack-Gladstone Financial Corp reported no remaining JPMorgan Income ETF position as of Q2 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 133,331 JPMorgan Income ETF shares in Q2 2025, an estimated $6.14M.
  • Peapack-Gladstone Financial Corp first reported a position in JPMorgan Income ETF in Q1 2025 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's JPMorgan Income ETF position peaked at $6.14M in Q1 2025.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2025, filed 14 Aug 2025.