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

Prentice 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 		– Sell
-5,490
Closed -$253K – 114
2025
Q1 		$253K Sell
5,490
-1,017
-16% -$46.7K 0.07% 105
2024
Q4 		$297K Sell
6,507
-178,510
-96% -$8.18M 0.09% 94
2024
Q3 		$8.58M Buy
185,017
+9,947
+6% +$456K 2.55% 12
2024
Q2 		$7.96M Buy
175,070
+169,900
+3,286% +$7.68M 2.6% 13
2024
Q1 		$236K Sell
5,170
-71
-1% -$3.23K 0.08% 102
2023
Q4 		$239K Sell
5,241
-410
-7% -$18.3K 0.09% 99
2023
Q3 		$251K Sell
5,651
-125,476
-96% -$5.62M 0.11% 90
2023
Q2 		$5.93M Buy
131,127
+5,657
+5% +$258K 2.69% 13
2023
Q1 		$5.74M Buy
125,470
+4,219
+3% +$192K 2.74% 13
2022
Q4 		$5.47M Buy
+121,251
New +$5.43M 2.76% 13
2022
Q3 		– Sell
-500
Closed -$23K – 134
2022
Q2 		$23K Buy
+500
New +$23.5K 0.02% 88

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

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

Prentice Wealth Management sold out of JPMorgan Income ETF (JPIE) in Q2 2025, closing a stake of 5,490 shares — an estimated $253K sold.

Prentice Wealth Management first reported a position in JPIE in Q2 2022 and held it in 11 quarters. The position peaked at $8.58M in Q3 2024. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Prentice Wealth Management reported no remaining JPMorgan Income ETF position as of Q2 2025 after selling out during the quarter.
  • Prentice Wealth Management sold 5,490 JPMorgan Income ETF shares in Q2 2025, an estimated $253K.
  • Prentice Wealth Management first reported a position in JPMorgan Income ETF in Q2 2022 and held it in 11 quarters.
  • Prentice Wealth Management's JPMorgan Income ETF position peaked at $8.58M in Q3 2024.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Prentice Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.