Bank of America
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Bank of America’s JPMorgan Income ETF JPIE Stock Holding History

Bank of America’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 		$190M Buy
4,132,207
+515,522
+14% +$23.7M 0.01% 809
2026
Q1 		$167M Buy
3,616,685
+513,347
+17% +$23.8M 0.01% 827
2025
Q4 		$144M Buy
3,103,338
+922,529
+42% +$42.7M 0.01% 903
2025
Q3 		$101M Buy
2,180,809
+16,159
+0.7% +$748K 0.01% 1198
2025
Q2 		$100M Buy
2,164,650
+293,600
+16% +$13.5M 0.01% 1149
2025
Q1 		$86.2M Buy
1,871,050
+19,952
+1% +$915K 0.01% 1176
2024
Q4 		$84.4M Buy
1,851,098
+324,852
+21% +$14.9M 0.01% 1142
2024
Q3 		$70.8M Buy
1,526,246
+315,506
+26% +$14.5M 0.01% 1298
2024
Q2 		$55M Buy
1,210,740
+198,460
+20% +$8.97M ﹤0.01% 1382
2024
Q1 		$46.1M Buy
1,012,280
+298,375
+42% +$13.6M ﹤0.01% 1532
2023
Q4 		$32.6M Buy
713,905
+44,171
+7% +$1.97M ﹤0.01% 1700
2023
Q3 		$29.7M Buy
669,734
+42,527
+7% +$1.9M ﹤0.01% 1664
2023
Q2 		$28.3M Buy
627,207
+618,894
+7,445% +$28.2M ﹤0.01% 1707
2023
Q1 		$381K Buy
+8,313
New +$379K ﹤0.01% 5555

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America's JPIE Position: Q2 2026 in Review

Bank of America increased its JPMorgan Income ETF (JPIE) stake by 14% in Q2 2026, buying an estimated $23.7M and bringing the position to 4,132,207 shares worth $190M. The position accounts for 0.01% of the portfolio, ranked #809.

Bank of America first reported a position in JPIE in Q1 2023 and has held it in 14 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Bank of America held 4,132,207 shares of JPMorgan Income ETF worth $190M as of Q2 2026.
  • Bank of America bought 515,522 JPMorgan Income ETF shares in Q2 2026, an estimated $23.7M.
  • JPMorgan Income ETF made up 0.01% of Bank of America's portfolio in Q2 2026, its #809 holding.
  • Bank of America first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.