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AFT Forsyth & Company’s JPMorgan Income ETF JPIE Stock Holding History

AFT Forsyth & Company’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 		$290K Sell
6,300
-1,200
-16% -$55.2K 0.14% 96
2026
Q1 		$346K Hold
7,500
– – 0.16% 93
2025
Q4 		$347K Buy
+7,500
New +$347K 0.15% 99

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

AFT Forsyth & Company's JPIE Position: Q2 2026 in Review

AFT Forsyth & Company reduced its JPMorgan Income ETF (JPIE) stake by 16% in Q2 2026, selling an estimated $55.2K and leaving 6,300 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #96.

AFT Forsyth & Company first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $347K in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • AFT Forsyth & Company held 6,300 shares of JPMorgan Income ETF worth $290K as of Q2 2026.
  • AFT Forsyth & Company sold 1,200 JPMorgan Income ETF shares in Q2 2026, an estimated $55.2K.
  • JPMorgan Income ETF made up 0.14% of AFT Forsyth & Company's portfolio in Q2 2026, its #96 holding.
  • AFT Forsyth & Company first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • AFT Forsyth & Company's JPMorgan Income ETF position peaked at $347K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.