Bank of Montreal
JPIE icon

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

Bank of Montreal’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 		$496K Sell
10,768
-311
-3% -$14.3K ﹤0.01% 2473
2026
Q1 		$510K Buy
11,079
+1,009
+10% +$46.7K ﹤0.01% 2385
2025
Q4 		$466K Buy
10,070
+96
+1% +$4.45K ﹤0.01% 2345
2025
Q3 		$463K Buy
9,974
+1,756
+21% +$81.3K ﹤0.01% 2305
2025
Q2 		$381K Buy
8,218
+445
+6% +$20.4K ﹤0.01% 2443
2025
Q1 		$358K Hold
7,773
– – ﹤0.01% 2401
2024
Q4 		$355K Hold
7,773
– – ﹤0.01% 2447
2024
Q3 		$361K Sell
7,773
-195
-2% -$8.95K ﹤0.01% 2633
2024
Q2 		$362K Buy
7,968
+195
+3% +$8.82K ﹤0.01% 2616
2024
Q1 		$354K Sell
7,773
-33,789
-81% -$1.54M ﹤0.01% 2676
2023
Q4 		$1.9M Buy
+41,562
New +$1.85M ﹤0.01% 1720

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 Montreal's JPIE Position: Q2 2026 in Review

Bank of Montreal reduced its JPMorgan Income ETF (JPIE) stake by 2.8% in Q2 2026, selling an estimated $14.3K and leaving 10,768 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Bank of Montreal first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.9M in Q4 2023. 456 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Bank of Montreal held 10,768 shares of JPMorgan Income ETF worth $496K as of Q2 2026.
  • Bank of Montreal sold 311 JPMorgan Income ETF shares in Q2 2026, an estimated $14.3K.
  • JPMorgan Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2473 holding.
  • Bank of Montreal first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Bank of Montreal's JPMorgan Income ETF position peaked at $1.9M in Q4 2023.
  • 456 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.