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

Vienna 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
Q4 		– Sell
-4,811
Closed -$223K – 58
2025
Q3 		$223K Sell
4,811
-38,386
-89% -$1.78M 0.13% 53
2025
Q2 		$2M Buy
43,197
+7,735
+22% +$354K 1.38% 22
2025
Q1 		$1.63M Sell
35,462
-5,701
-14% -$262K 1.29% 25
2024
Q4 		$1.88M Buy
41,163
+14,335
+53% +$657K 1.27% 26
2024
Q3 		$1.24M Buy
26,828
+10,978
+69% +$504K 0.92% 24
2024
Q2 		$721K Buy
15,850
+10,518
+197% +$476K 0.6% 28
2024
Q1 		$243K Buy
+5,332
New +$242K 0.22% 38

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vienna Asset Management's JPIE Position: Q4 2025 in Review

Vienna Asset Management sold out of JPMorgan Income ETF (JPIE) in Q4 2025, closing a stake of 4,811 shares — an estimated $223K sold.

Vienna Asset Management first reported a position in JPIE in Q1 2024 and held it in 7 quarters. The position peaked at $2M in Q2 2025. 413 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • Vienna Asset Management reported no remaining JPMorgan Income ETF position as of Q4 2025 after selling out during the quarter.
  • Vienna Asset Management sold 4,811 JPMorgan Income ETF shares in Q4 2025, an estimated $223K.
  • Vienna Asset Management first reported a position in JPMorgan Income ETF in Q1 2024 and held it in 7 quarters.
  • Vienna Asset Management's JPMorgan Income ETF position peaked at $2M in Q2 2025.
  • 413 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on Vienna Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.