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Allworth Financial’s JPMorgan Income ETF JPIE Stock Holding History

Allworth 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 		$101K Sell
2,187
-1,645
-43% -$75.7K ﹤0.01% 1937
2026
Q1 		$177K Buy
3,832
+1,226
+47% +$56.8K ﹤0.01% 1485
2025
Q4 		$121K Buy
2,606
+166
+7% +$7.69K ﹤0.01% 1647
2025
Q3 		$113K Buy
+2,440
New +$113K ﹤0.01% 1614

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

Allworth Financial's JPIE Position: Q2 2026 in Review

Allworth Financial reduced its JPMorgan Income ETF (JPIE) stake by 43% in Q2 2026, selling an estimated $75.7K and leaving 2,187 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Allworth Financial first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $177K in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Allworth Financial held 2,187 shares of JPMorgan Income ETF worth $101K as of Q2 2026.
  • Allworth Financial sold 1,645 JPMorgan Income ETF shares in Q2 2026, an estimated $75.7K.
  • JPMorgan Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1937 holding.
  • Allworth Financial first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's JPMorgan Income ETF position peaked at $177K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.