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Benjamin Edwards Inc’s JPMorgan Income ETF JPIE Stock Holding History

Benjamin Edwards Inc’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 		$4.54M Buy
98,532
+4,204
+4% +$193K 0.04% 371
2026
Q1 		$4.35M Buy
94,328
+32,546
+53% +$1.51M 0.04% 371
2025
Q4 		$2.86M Sell
61,782
-1
-0% -$46 0.03% 422
2025
Q3 		$2.87M Sell
61,783
-247
-0.4% -$11.4K 0.03% 421
2025
Q2 		$2.87M Buy
+62,030
New +$2.84M 0.04% 382

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

Benjamin Edwards Inc's JPIE Position: Q2 2026 in Review

Benjamin Edwards Inc increased its JPMorgan Income ETF (JPIE) stake by 4.5% in Q2 2026, buying an estimated $193K and bringing the position to 98,532 shares worth $4.54M. The position accounts for 0.04% of the portfolio, ranked #371.

Benjamin Edwards Inc first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Benjamin Edwards Inc held 98,532 shares of JPMorgan Income ETF worth $4.54M as of Q2 2026.
  • Benjamin Edwards Inc bought 4,204 JPMorgan Income ETF shares in Q2 2026, an estimated $193K.
  • JPMorgan Income ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #371 holding.
  • Benjamin Edwards Inc first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.