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Salomon & Ludwin’s JPMorgan Income ETF JPIE Stock Holding History

Salomon & Ludwin’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 		– Sell
-210
Closed -$9.58K – 726
2024
Q4 		$9.58K Buy
+210
New +$9.63K ﹤0.01% 450

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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Salomon & Ludwin's JPIE Position: Q1 2025 in Review

Salomon & Ludwin sold out of JPMorgan Income ETF (JPIE) in Q1 2025, closing a stake of 210 shares — an estimated $9.58K sold.

Salomon & Ludwin first reported a position in JPIE in Q4 2024 and held it in 1 quarter. The position peaked at $9.58K in Q4 2024. 293 funds tracked by Wall St. Rank hold JPIE as of Q1 2025.

  • Salomon & Ludwin reported no remaining JPMorgan Income ETF position as of Q1 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 210 JPMorgan Income ETF shares in Q1 2025, an estimated $9.58K.
  • Salomon & Ludwin first reported a position in JPMorgan Income ETF in Q4 2024 and held it in 1 quarter.
  • Salomon & Ludwin's JPMorgan Income ETF position peaked at $9.58K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2025.

Based on Salomon & Ludwin's 13F filing for Q1 2025, filed 28 Apr 2025.