Advisory Services Network’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.55M Buy
98,857
+2,808
+3% +$129K 0.05% 385
2026
Q1
$4.42M Buy
96,049
+2,109
+2% +$97.6K 0.06% 351
2025
Q4
$4.35M Buy
93,940
+6,077
+7% +$282K 0.06% 340
2025
Q3
$4.08M Buy
87,863
+1,381
+2% +$63.9K 0.06% 347
2025
Q2
$4M Buy
86,482
+1,248
+1% +$57.2K 0.06% 330
2025
Q1
$3.93M Sell
85,234
-6,163
-7% -$283K 0.08% 301
2024
Q4
$4.17M Buy
91,397
+61,644
+207% +$2.83M 0.08% 291
2024
Q3
$1.35M Hold
29,753
0.03% 606
2024
Q2
$1.35M Buy
+29,753
New +$1.35M 0.03% 606
2024
Q1
Sell
-831
Closed -$37.9K 2611
2023
Q4
$37.9K Buy
+831
New +$37.1K ﹤0.01% 2162

Other funds holding JPIE

Advisory Services Network's JPIE Position: Q2 2026 in Review

Advisory Services Network increased its JPMorgan Income ETF (JPIE) stake by 2.9% in Q2 2026, buying an estimated $129K and bringing the position to 98,857 shares worth $4.55M. The position accounts for 0.05% of the portfolio, ranked #385.

Advisory Services Network first reported a position in JPIE in Q4 2023 and has held it in 10 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Advisory Services Network held 98,857 shares of JPMorgan Income ETF worth $4.55M as of Q2 2026.
  • Advisory Services Network bought 2,808 JPMorgan Income ETF shares in Q2 2026, an estimated $129K.
  • JPMorgan Income ETF made up 0.05% of Advisory Services Network's portfolio in Q2 2026, its #385 holding.
  • Advisory Services Network first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.