AIM
JPIE icon

Advyzon Investment Management’s JPMorgan Income ETF JPIE Stock Holding History

Advyzon Investment 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
Q2 		$211K Buy
+4,584
New +$211K 0.02% 723
2025
Q4 		– Sell
-7,881
Closed -$366K – 586
2025
Q3 		$366K Buy
7,881
+97
+1% +$4.49K 0.06% 280
2025
Q2 		$361K Buy
+7,784
New +$357K 0.08% 234

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

Advyzon Investment Management's JPIE Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 4,584 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #723 among its holdings. This is a return to the name: Advyzon Investment Management previously reported a position in JPIE as recently as Q3 2025.

Advyzon Investment Management first reported a position in JPIE in Q2 2025 and has held it in 3 quarters since. The position peaked at $366K in Q3 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Advyzon Investment Management held 4,584 shares of JPMorgan Income ETF worth $211K as of Q2 2026.
  • JPMorgan Income ETF was a new Advyzon Investment Management position in Q2 2026.
  • JPMorgan Income ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #723 holding.
  • Advyzon Investment Management first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 3 quarters since.
  • Advyzon Investment Management's JPMorgan Income ETF position peaked at $366K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.