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JPIE icon

Advisor OS’s JPMorgan Income ETF JPIE Stock Holding History

Advisor OS’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
Q2 		$672K Buy
14,585
+2,088
+17% +$96.1K 0.04% 259
2026
Q1 		$576K Sell
12,497
-2,624
-17% -$121K 0.04% 274
2025
Q4 		$700K Sell
15,121
-11,146
-42% -$516K 0.06% 220
2025
Q3 		$1.22M Sell
26,267
-2,529
-9% -$117K 0.11% 128
2025
Q2 		$1.33M Buy
28,796
+9,938
+53% +$455K 0.13% 109
2025
Q1 		$869K Buy
+18,858
New +$865K 0.1% 147

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor OS's JPIE Position: Q2 2026 in Review

Advisor OS increased its JPMorgan Income ETF (JPIE) stake by 17% in Q2 2026, buying an estimated $96.1K and bringing the position to 14,585 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #259.

Advisor OS first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.33M in Q2 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Advisor OS held 14,585 shares of JPMorgan Income ETF worth $672K as of Q2 2026.
  • Advisor OS bought 2,088 JPMorgan Income ETF shares in Q2 2026, an estimated $96.1K.
  • JPMorgan Income ETF made up 0.04% of Advisor OS's portfolio in Q2 2026, its #259 holding.
  • Advisor OS first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Advisor OS's JPMorgan Income ETF position peaked at $1.33M in Q2 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.