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Wise Wealth Partners’s JPMorgan Income ETF JPIE Stock Holding History

Wise Wealth Partners’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
Q1 		– Sell
-24,876
Closed -$1.13M – 49
2024
Q4 		$1.13M Buy
+24,876
New +$1.14M 2.8% 8

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wise Wealth Partners's JPIE Position: Q1 2025 in Review

Wise Wealth Partners sold out of JPMorgan Income ETF (JPIE) in Q1 2025, closing a stake of 24,876 shares — an estimated $1.13M sold.

Wise Wealth Partners first reported a position in JPIE in Q4 2024 and held it in 1 quarter. The position peaked at $1.13M in Q4 2024. 293 funds tracked by Wall St. Rank hold JPIE as of Q1 2025.

  • Wise Wealth Partners reported no remaining JPMorgan Income ETF position as of Q1 2025 after selling out during the quarter.
  • Wise Wealth Partners sold 24,876 JPMorgan Income ETF shares in Q1 2025, an estimated $1.13M.
  • Wise Wealth Partners first reported a position in JPMorgan Income ETF in Q4 2024 and held it in 1 quarter.
  • Wise Wealth Partners's JPMorgan Income ETF position peaked at $1.13M in Q4 2024.
  • 293 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2025.

Based on Wise Wealth Partners's 13F filing for Q1 2025, filed 25 Apr 2025.