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Ascent Group’s JPMorgan Income ETF JPIE Stock Holding History

Ascent Group’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 		$397K Buy
8,620
+193
+2% +$8.88K 0.01% 590
2026
Q1 		$388K Sell
8,427
-479
-5% -$22.2K 0.01% 555
2025
Q4 		$412K Sell
8,906
-204
-2% -$9.45K 0.01% 536
2025
Q3 		$423K Buy
+9,110
New +$422K 0.02% 529

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

Ascent Group's JPIE Position: Q2 2026 in Review

Ascent Group increased its JPMorgan Income ETF (JPIE) stake by 2.3% in Q2 2026, buying an estimated $8.88K and bringing the position to 8,620 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #590.

Ascent Group first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $423K in Q3 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Ascent Group held 8,620 shares of JPMorgan Income ETF worth $397K as of Q2 2026.
  • Ascent Group bought 193 JPMorgan Income ETF shares in Q2 2026, an estimated $8.88K.
  • JPMorgan Income ETF made up 0.01% of Ascent Group's portfolio in Q2 2026, its #590 holding.
  • Ascent Group first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Ascent Group's JPMorgan Income ETF position peaked at $423K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.