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

Synergy 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
Q2 		– Sell
-68,548
Closed -$3.16M – 207
2025
Q1 		$3.16M Buy
+68,548
New +$3.15M 0.4% 52

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

Synergy Asset Management's JPIE Position: Q2 2025 in Review

Synergy Asset Management sold out of JPMorgan Income ETF (JPIE) in Q2 2025, closing a stake of 68,548 shares — an estimated $3.16M sold.

Synergy Asset Management first reported a position in JPIE in Q1 2025 and held it in 1 quarter. The position peaked at $3.16M in Q1 2025. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Synergy Asset Management reported no remaining JPMorgan Income ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Asset Management sold 68,548 JPMorgan Income ETF shares in Q2 2025, an estimated $3.16M.
  • Synergy Asset Management first reported a position in JPMorgan Income ETF in Q1 2025 and held it in 1 quarter.
  • Synergy Asset Management's JPMorgan Income ETF position peaked at $3.16M in Q1 2025.
  • 336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Synergy Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.