Virtue Capital Management’s JPMorgan Income ETF JPIE Stock Holding History

Virtue Capital 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	-12,512	Closed	-$577K	–	387
2025 Q1	$577K	Buy	+12,512	New	+$574K	0.07%	234
2024 Q3	–	Sell	-20,571	Closed	-$939K	–	344
2024 Q2	$939K	Buy	20,571 +4,788	+30%	+$216K	0.16%	111
2024 Q1	$711K	Sell	15,783 -45,571	-74%	-$2.07M	0.13%	151
2023 Q4	$2.78M	Buy	61,354 +20,675	+51%	+$922K	0.56%	38
2023 Q3	$1.83M	Hold	40,679	–	–	0.31%	62
2023 Q2	$1.83M	Buy	40,679 +4,339	+12%	+$198K	0.31%	62
2023 Q1	$1.67M	Buy	36,340 +16,666	+85%	+$760K	0.27%	58
2022 Q4	$888K	Buy	19,674 +2,025	+11%	+$90.7K	0.14%	104
2022 Q3	$782K	Buy	17,649 +5,918	+50%	+$273K	0.12%	77
2022 Q2	$538K	Buy	+11,731	New	+$552K	0.08%	111

Other funds holding JPIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Virtue Capital Management's JPIE Position: Q2 2025 in Review

Virtue Capital Management sold out of JPMorgan Income ETF (JPIE) in Q2 2025, closing a stake of 12,512 shares — an estimated $577K sold.

Virtue Capital Management first reported a position in JPIE in Q2 2022 and held it in 10 quarters. The position peaked at $2.78M in Q4 2023. 336 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

Virtue Capital Management reported no remaining JPMorgan Income ETF position as of Q2 2025 after selling out during the quarter.
Virtue Capital Management sold 12,512 JPMorgan Income ETF shares in Q2 2025, an estimated $577K.
Virtue Capital Management first reported a position in JPMorgan Income ETF in Q2 2022 and held it in 10 quarters.
Virtue Capital Management's JPMorgan Income ETF position peaked at $2.78M in Q4 2023.
336 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.