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Beckerman Institutional’s JPMorgan Income ETF JPIE Stock Holding History

Beckerman Institutional’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 		$2.97M Buy
64,496
+3,861
+6% +$178K 1.41% 20
2026
Q1 		$2.79M Buy
60,635
+511
+0.8% +$23.7K 1.48% 20
2025
Q4 		$2.78M Buy
60,124
+6,135
+11% +$284K 1.56% 16
2025
Q3 		$2.51M Buy
53,989
+3,585
+7% +$166K 1.48% 17
2025
Q2 		$2.33M Buy
50,404
+4,460
+10% +$204K 1.55% 16
2025
Q1 		$2.12M Buy
45,944
+4,107
+10% +$188K 1.53% 16
2024
Q4 		$1.91M Buy
41,837
+6,930
+20% +$318K 1.53% 17
2024
Q3 		$1.62M Buy
+34,907
New +$1.6M 1.36% 19

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

Beckerman Institutional's JPIE Position: Q2 2026 in Review

Beckerman Institutional increased its JPMorgan Income ETF (JPIE) stake by 6.4% in Q2 2026, buying an estimated $178K and bringing the position to 64,496 shares worth $2.97M. The position accounts for 1.41% of the portfolio, ranked #20.

Beckerman Institutional first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Beckerman Institutional held 64,496 shares of JPMorgan Income ETF worth $2.97M as of Q2 2026.
  • Beckerman Institutional bought 3,861 JPMorgan Income ETF shares in Q2 2026, an estimated $178K.
  • JPMorgan Income ETF made up 1.41% of Beckerman Institutional's portfolio in Q2 2026, its #20 holding.
  • Beckerman Institutional first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.