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Riggs Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Riggs Asset 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
Q3 		– Sell
-84
Closed -$3.89K – 484
2025
Q2 		$3.89K Hold
84
– – ﹤0.01% 518
2025
Q1 		$3.87K Hold
84
– – ﹤0.01% 342
2024
Q4 		$3.85K Hold
84
– – ﹤0.01% 317
2024
Q3 		$3.9K Hold
84
– – ﹤0.01% 308
2024
Q2 		$3.82K Hold
84
– – ﹤0.01% 315
2024
Q1 		$3.83K Hold
84
– – ﹤0.01% 310
2023
Q4 		$3.83K Hold
84
– – ﹤0.01% 301
2023
Q3 		$3.73K Buy
+84
New +$3.76K ﹤0.01% 310

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Riggs Asset Management's JPIE Position: Q3 2025 in Review

Riggs Asset Management sold out of JPMorgan Income ETF (JPIE) in Q3 2025, closing a stake of 84 shares — an estimated $3.89K sold.

Riggs Asset Management first reported a position in JPIE in Q3 2023 and held it in 8 quarters. The position peaked at $3.9K in Q3 2024. 356 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

  • Riggs Asset Management reported no remaining JPMorgan Income ETF position as of Q3 2025 after selling out during the quarter.
  • Riggs Asset Management sold 84 JPMorgan Income ETF shares in Q3 2025, an estimated $3.89K.
  • Riggs Asset Management first reported a position in JPMorgan Income ETF in Q3 2023 and held it in 8 quarters.
  • Riggs Asset Management's JPMorgan Income ETF position peaked at $3.9K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.