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Archer Investment Corporation’s JPMorgan Income ETF JPIE Stock Holding History

Archer Investment Corporation’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 		$225K Buy
4,883
+1,306
+37% +$60.1K 0.04% 321
2026
Q1 		$165K Buy
3,577
+297
+9% +$13.8K 0.04% 339
2025
Q4 		$152K Buy
3,280
+3,275
+65,500% +$152K 0.03% 312
2025
Q3 		$240 Hold
5
– – ﹤0.01% 1139
2025
Q2 		$236 Hold
5
– – ﹤0.01% 1107
2025
Q1 		$231 Buy
+5
New +$229 ﹤0.01% 1080

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

Archer Investment Corporation's JPIE Position: Q2 2026 in Review

Archer Investment Corporation increased its JPMorgan Income ETF (JPIE) stake by 37% in Q2 2026, buying an estimated $60.1K and bringing the position to 4,883 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #321.

Archer Investment Corporation first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Archer Investment Corporation held 4,883 shares of JPMorgan Income ETF worth $225K as of Q2 2026.
  • Archer Investment Corporation bought 1,306 JPMorgan Income ETF shares in Q2 2026, an estimated $60.1K.
  • JPMorgan Income ETF made up 0.04% of Archer Investment Corporation's portfolio in Q2 2026, its #321 holding.
  • Archer Investment Corporation first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.