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von Borstel & Associates’s JPMorgan Income ETF JPIE Stock Holding History

von Borstel & Associates’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
-13,350
Closed -$617K – 102
2025
Q3 		$617K Buy
+13,350
New +$618K 0.09% 82

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

von Borstel & Associates's JPIE Position: Q4 2025 in Review

von Borstel & Associates sold out of JPMorgan Income ETF (JPIE) in Q4 2025, closing a stake of 13,350 shares — an estimated $617K sold.

von Borstel & Associates first reported a position in JPIE in Q3 2025 and held it in 1 quarter. The position peaked at $617K in Q3 2025. 413 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • von Borstel & Associates reported no remaining JPMorgan Income ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 13,350 JPMorgan Income ETF shares in Q4 2025, an estimated $617K.
  • von Borstel & Associates first reported a position in JPMorgan Income ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's JPMorgan Income ETF position peaked at $617K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.