BFA
JPIE icon

Beaumont Financial Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Beaumont Financial 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 		$3.07M Buy
66,756
+49,977
+298% +$2.3M 0.2% 80
2026
Q1 		$773K Hold
16,779
– – 0.05% 190
2025
Q4 		$777K Buy
16,779
+5,114
+44% +$237K 0.05% 184
2025
Q3 		$541K Hold
11,665
– – 0.04% 228
2025
Q2 		$540K Hold
11,665
– – 0.04% 211
2025
Q1 		$537K Buy
+11,665
New +$535K 0.04% 209

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

Beaumont Financial Advisors's JPIE Position: Q2 2026 in Review

Beaumont Financial Advisors increased its JPMorgan Income ETF (JPIE) stake by 298% in Q2 2026, buying an estimated $2.3M and bringing the position to 66,756 shares worth $3.07M. The position accounts for 0.2% of the portfolio, ranked #80.

Beaumont Financial Advisors first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. 476 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Beaumont Financial Advisors held 66,756 shares of JPMorgan Income ETF worth $3.07M as of Q2 2026.
  • Beaumont Financial Advisors bought 49,977 JPMorgan Income ETF shares in Q2 2026, an estimated $2.3M.
  • JPMorgan Income ETF made up 0.2% of Beaumont Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • Beaumont Financial Advisors first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 476 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.