U.S. Capital Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

U.S. Capital Wealth Advisors’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	-5,852	Closed	-$271K	–	954
2025 Q2	$271K	Sell	5,852 -50,967	-90%	-$2.34M	0.01%	752
2025 Q1	$2.62M	Buy	56,819 +4	+0%	+$184	0.08%	238
2024 Q4	$2.59M	Buy	56,815 +400	+0.7%	+$18.3K	0.08%	257
2024 Q3	$2.62M	Buy	56,415 +4,102	+8%	+$188K	0.09%	203
2024 Q2	$2.38M	Buy	52,313 +242	+0.5%	+$10.9K	0.09%	210
2024 Q1	$2.37M	Buy	52,071 +980	+2%	+$44.5K	0.09%	208
2023 Q4	$2.33M	Buy	51,091 +220	+0.4%	+$9.81K	0.09%	197
2023 Q3	$2.26M	Buy	50,871 +401	+0.8%	+$18K	0.1%	179
2023 Q2	$2.28M	Buy	50,470 +1,200	+2%	+$54.6K	0.11%	188
2023 Q1	$2.26M	Buy	49,270 +18,050	+58%	+$823K	0.1%	186
2022 Q4	$1.41M	Buy	+31,220	New	+$1.4M	0.07%	272

Other funds holding JPIE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

U.S. Capital Wealth Advisors's JPIE Position: Q3 2025 in Review

U.S. Capital Wealth Advisors sold out of JPMorgan Income ETF (JPIE) in Q3 2025, closing a stake of 5,852 shares — an estimated $271K sold.

U.S. Capital Wealth Advisors first reported a position in JPIE in Q4 2022 and held it in 11 quarters. The position peaked at $2.62M in Q1 2025. 356 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

U.S. Capital Wealth Advisors reported no remaining JPMorgan Income ETF position as of Q3 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 5,852 JPMorgan Income ETF shares in Q3 2025, an estimated $271K.
U.S. Capital Wealth Advisors first reported a position in JPMorgan Income ETF in Q4 2022 and held it in 11 quarters.
U.S. Capital Wealth Advisors's JPMorgan Income ETF position peaked at $2.62M in Q1 2025.
356 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.