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Beacon Pointe Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Beacon Pointe 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
Q2 		$689K Buy
14,956
+6,602
+79% +$304K ﹤0.01% 1191
2026
Q1 		$385K Buy
+8,354
New +$387K ﹤0.01% 1407

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

Beacon Pointe Advisors's JPIE Position: Q2 2026 in Review

Beacon Pointe Advisors increased its JPMorgan Income ETF (JPIE) stake by 79% in Q2 2026, buying an estimated $304K and bringing the position to 14,956 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Beacon Pointe Advisors first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Beacon Pointe Advisors held 14,956 shares of JPMorgan Income ETF worth $689K as of Q2 2026.
  • Beacon Pointe Advisors bought 6,602 JPMorgan Income ETF shares in Q2 2026, an estimated $304K.
  • JPMorgan Income ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1191 holding.
  • Beacon Pointe Advisors first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.