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JPIE icon

Advisornet Financial’s JPMorgan Income ETF JPIE Stock Holding History

Advisornet Financial’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 		$410K Buy
8,908
+368
+4% +$16.9K 0.02% 465
2026
Q1 		$393K Buy
8,540
+76
+0.9% +$3.52K 0.02% 438
2025
Q4 		$392K Buy
8,464
+169
+2% +$7.83K 0.02% 441
2025
Q3 		$385K Buy
8,295
+1,639
+25% +$75.9K 0.02% 439
2025
Q2 		$308K Buy
6,656
+393
+6% +$18K 0.02% 474
2025
Q1 		$289K Buy
6,263
+841
+16% +$38.6K 0.02% 459
2024
Q4 		$247K Buy
5,422
+1,263
+30% +$57.9K 0.02% 459
2024
Q3 		$193K Buy
4,159
+55
+1% +$2.52K 0.01% 532
2024
Q2 		$187K Buy
4,104
+54
+1% +$2.44K 0.02% 493
2024
Q1 		$184K Buy
4,050
+56
+1% +$2.54K 0.02% 491
2023
Q4 		$182K Buy
3,994
+53
+1% +$2.37K 0.02% 489
2023
Q3 		$175K Buy
+3,941
New +$177K 0.02% 481

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

Advisornet Financial's JPIE Position: Q2 2026 in Review

Advisornet Financial increased its JPMorgan Income ETF (JPIE) stake by 4.3% in Q2 2026, buying an estimated $16.9K and bringing the position to 8,908 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #465.

Advisornet Financial first reported a position in JPIE in Q3 2023 and has held it in 12 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Advisornet Financial held 8,908 shares of JPMorgan Income ETF worth $410K as of Q2 2026.
  • Advisornet Financial bought 368 JPMorgan Income ETF shares in Q2 2026, an estimated $16.9K.
  • JPMorgan Income ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #465 holding.
  • Advisornet Financial first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.