AIA
JPIE icon

Armor Investment Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Armor Investment Advisors’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
Q1 		$25M Buy
543,115
+194,198
+56% +$8.99M 9.02% 2
2025
Q4 		$16.2M Sell
348,917
-983
-0.3% -$45.5K 5.94% 3
2025
Q3 		$16.2M Buy
349,900
+189,389
+118% +$8.77M 5.15% 4
2025
Q2 		$7.43M Buy
160,511
+10,960
+7% +$502K 2.8% 9
2025
Q1 		$6.89M Buy
149,551
+5,744
+4% +$264K 2.85% 10
2024
Q4 		$6.56M Buy
143,807
+688
+0.5% +$31.5K 2.7% 11
2024
Q3 		$6.64M Buy
143,119
+13,755
+11% +$631K 2.75% 10
2024
Q2 		$5.88M Buy
129,364
+15,086
+13% +$682K 2.71% 10
2024
Q1 		$5.21M Buy
114,278
+19,066
+20% +$866K 2.5% 12
2023
Q4 		$4.34M Sell
95,212
-1,916
-2% -$85.5K 2.29% 12
2023
Q3 		$4.31M Buy
97,128
+481
+0.5% +$21.5K 2.56% 11
2023
Q2 		$4.37M Buy
96,647
+13,387
+16% +$609K 2.65% 11
2023
Q1 		$3.81M Buy
83,260
+17,622
+27% +$803K 2.18% 15
2022
Q4 		$2.96M Buy
65,638
+11,878
+22% +$532K 1.8% 17
2022
Q3 		$2.38M Buy
+53,760
New +$2.48M 1.62% 19

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Armor Investment Advisors's JPIE Position: Q1 2026 in Review

Armor Investment Advisors increased its JPMorgan Income ETF (JPIE) stake by 56% in Q1 2026, buying an estimated $8.99M and bringing the position to 543,115 shares worth $25M. The position accounts for 9.02% of the portfolio, ranked #2.

Armor Investment Advisors first reported a position in JPIE in Q3 2022 and has held it in 15 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Armor Investment Advisors held 543,115 shares of JPMorgan Income ETF worth $25M as of Q1 2026.
  • Armor Investment Advisors bought 194,198 JPMorgan Income ETF shares in Q1 2026, an estimated $8.99M.
  • JPMorgan Income ETF made up 9.02% of Armor Investment Advisors's portfolio in Q1 2026, its #2 holding.
  • Armor Investment Advisors first reported a position in JPMorgan Income ETF in Q3 2022 and has held it in 15 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.