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Transform Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Transform Wealth’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 		$255K Sell
5,531
-109
-2% -$5K 0.02% 220
2024
Q4 		$259K Buy
5,640
+492
+10% +$22.6K 0.01% 231
2024
Q3 		$239K Buy
5,148
+231
+5% +$10.6K 0.02% 198
2024
Q2 		$224K Buy
+4,917
New +$222K 0.02% 199

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

Transform Wealth's JPIE Position: Q1 2025 in Review

Transform Wealth reduced its JPMorgan Income ETF (JPIE) stake by 1.9% in Q1 2025, selling an estimated $5K and leaving 5,531 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #220.

Transform Wealth first reported a position in JPIE in Q2 2024 and has held it in 4 quarters since. The position peaked at $259K in Q4 2024. 293 funds tracked by Wall St. Rank hold JPIE as of Q1 2025.

  • Transform Wealth held 5,531 shares of JPMorgan Income ETF worth $255K as of Q1 2025.
  • Transform Wealth sold 109 JPMorgan Income ETF shares in Q1 2025, an estimated $5K.
  • JPMorgan Income ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #220 holding.
  • Transform Wealth first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 4 quarters since.
  • Transform Wealth's JPMorgan Income ETF position peaked at $259K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.