Advisors Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Advisors Asset Management’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	$544K	Buy	11,798 +4,894	+71%	+$227K	0.01%	947
2025 Q4	$320K	Buy	6,904 +3,636	+111%	+$168K	0.01%	1051
2025 Q3	$152K	Buy	+3,268	New	+$151K	﹤0.01%	1164

Other funds holding JPIE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisors Asset Management's JPIE Position: Q1 2026 in Review

Advisors Asset Management increased its JPMorgan Income ETF (JPIE) stake by 71% in Q1 2026, buying an estimated $227K and bringing the position to 11,798 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #947.

Advisors Asset Management first reported a position in JPIE in Q3 2025 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Advisors Asset Management held 11,798 shares of JPMorgan Income ETF worth $544K as of Q1 2026.
Advisors Asset Management bought 4,894 JPMorgan Income ETF shares in Q1 2026, an estimated $227K.
JPMorgan Income ETF made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #947 holding.
Advisors Asset Management first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 3 quarters since.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.