WIA
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World Investment Advisors’s JPMorgan Income ETF JPIE Stock Holding History

World Investment 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 		$2.13M Buy
46,128
+2,351
+5% +$109K 0.03% 463
2025
Q4 		$2.03M Buy
43,777
+4,639
+12% +$215K 0.03% 466
2025
Q3 		$1.82M Buy
39,138
+20,652
+112% +$956K 0.04% 421
2025
Q2 		$856K Sell
18,486
-3,066
-14% -$140K 0.02% 559
2025
Q1 		$993K Buy
21,552
+4,000
+23% +$184K 0.03% 511
2024
Q4 		$802K Buy
17,552
+4,511
+35% +$207K 0.02% 532
2024
Q3 		$605K Buy
13,041
+3,879
+42% +$178K 0.02% 542
2024
Q2 		$417K Buy
9,162
+983
+12% +$44.4K 0.03% 433
2024
Q1 		$373K Buy
8,179
+1,860
+29% +$84.5K 0.05% 270
2023
Q4 		$290K Buy
+6,319
New +$282K 0.04% 312

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
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return