Aspire Capital Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Aspire Capital 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	$1.44M	Buy	31,279 +6,183	+25%	+$286K	0.32%	45
2025 Q4	$1.16M	Buy	25,096 +10,262	+69%	+$475K	0.27%	46
2025 Q3	$688K	Buy	14,834 +8,654	+140%	+$401K	0.17%	54
2025 Q2	$286K	Buy	+6,180	New	+$283K	0.08%	86

Other funds holding JPIE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aspire Capital Advisors's JPIE Position: Q1 2026 in Review

Aspire Capital Advisors increased its JPMorgan Income ETF (JPIE) stake by 25% in Q1 2026, buying an estimated $286K and bringing the position to 31,279 shares worth $1.44M. The position accounts for 0.32% of the portfolio, ranked #45.

Aspire Capital Advisors first reported a position in JPIE in Q2 2025 and has held it in 4 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Aspire Capital Advisors held 31,279 shares of JPMorgan Income ETF worth $1.44M as of Q1 2026.
Aspire Capital Advisors bought 6,183 JPMorgan Income ETF shares in Q1 2026, an estimated $286K.
JPMorgan Income ETF made up 0.32% of Aspire Capital Advisors's portfolio in Q1 2026, its #45 holding.
Aspire Capital Advisors first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 4 quarters since.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.