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
Q2 		$27.2M Buy
589,846
+46,731
+9% +$2.15M 8.71% 2
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 $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

Armor Investment Advisors's JPIE Position: Q2 2026 in Review

Armor Investment Advisors increased its JPMorgan Income ETF (JPIE) stake by 8.6% in Q2 2026, buying an estimated $2.15M and bringing the position to 589,846 shares worth $27.2M. The position accounts for 8.71% of the portfolio, ranked #2.

Armor Investment Advisors first reported a position in JPIE in Q3 2022 and has held it in 16 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Armor Investment Advisors held 589,846 shares of JPMorgan Income ETF worth $27.2M as of Q2 2026.
  • Armor Investment Advisors bought 46,731 JPMorgan Income ETF shares in Q2 2026, an estimated $2.15M.
  • JPMorgan Income ETF made up 8.71% of Armor Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Armor Investment Advisors first reported a position in JPMorgan Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Armor Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.