BankPlus Trust Department’s JPMorgan Income ETF JPIE Stock Holding History

BankPlus Trust Department’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	$1.92M	Buy	41,730 +38	+0.1%	+$1.75K	0.45%	53
2026 Q1	$1.92M	Buy	41,692 +3,693	+10%	+$171K	0.51%	47
2025 Q4	$1.76M	Buy	37,999 +4,207	+12%	+$195K	0.46%	52
2025 Q3	$1.57M	Buy	33,792 +7,041	+26%	+$326K	0.42%	58
2025 Q2	$1.24M	Buy	26,751 +3,287	+14%	+$151K	0.37%	65
2025 Q1	$1.08M	Buy	23,464 +7,084	+43%	+$325K	0.36%	67
2024 Q4	$747K	Buy	+16,380	New	+$751K	0.25%	83

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BankPlus Trust Department's JPIE Position: Q2 2026 in Review

BankPlus Trust Department increased its JPMorgan Income ETF (JPIE) stake by 0.09% in Q2 2026, buying an estimated $1.75K and bringing the position to 41,730 shares worth $1.92M. The position accounts for 0.45% of the portfolio, ranked #53.

BankPlus Trust Department first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

BankPlus Trust Department held 41,730 shares of JPMorgan Income ETF worth $1.92M as of Q2 2026.
BankPlus Trust Department bought 38 JPMorgan Income ETF shares in Q2 2026, an estimated $1.75K.
JPMorgan Income ETF made up 0.45% of BankPlus Trust Department's portfolio in Q2 2026, its #53 holding.
BankPlus Trust Department first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.