WA
JPIE icon

Waverly Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Waverly 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
2026
Q1 		$115M Buy
2,491,534
+215,345
+9% +$9.97M 0.86% 16
2025
Q4 		$105M Buy
2,276,189
+170,111
+8% +$7.88M 0.85% 18
2025
Q3 		$97.7M Buy
2,106,078
+348,776
+20% +$16.1M 0.98% 14
2025
Q2 		$81.4M Buy
1,757,302
+417,593
+31% +$19.1M 0.89% 20
2025
Q1 		$61.7M Buy
1,339,709
+352,281
+36% +$16.2M 0.75% 22
2024
Q4 		$45M Buy
987,428
+588,453
+147% +$27M 0.7% 24
2024
Q3 		$18.5M Buy
398,975
+58,498
+17% +$2.68M 0.34% 54
2024
Q2 		$15.5M Buy
340,477
+82,827
+32% +$3.75M 0.3% 66
2024
Q1 		$11.7M Buy
257,650
+202,193
+365% +$9.19M 0.28% 70
2023
Q4 		$2.53M Buy
+55,457
New +$2.47M 0.09% 124

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return