Blue Chip Partners’s JPMorgan Income ETF JPIE Stock Holding History

Blue Chip Partners’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	$6.83M	Buy	148,311 +753	+0.5%	+$34.7K	0.43%	43
2026 Q1	$6.8M	Buy	147,558 +494	+0.3%	+$22.9K	0.49%	41
2025 Q4	$6.81M	Buy	147,064 +2,110	+1%	+$97.8K	0.49%	40
2025 Q3	$6.73M	Buy	144,954 +1,359	+0.9%	+$62.9K	0.5%	40
2025 Q2	$6.65M	Sell	143,595 -2,800	-2%	-$128K	0.54%	41
2025 Q1	$6.74M	Sell	146,395 -16,783	-10%	-$770K	0.58%	44
2024 Q4	$7.44M	Buy	163,178 +12,113	+8%	+$555K	0.64%	42
2024 Q3	$7.01M	Sell	151,065 -2,065	-1%	-$94.7K	0.61%	43
2024 Q2	$6.96M	Sell	153,130 -938	-0.6%	-$42.4K	0.64%	41
2024 Q1	$7.02M	Sell	154,068 -37,605	-20%	-$1.71M	0.68%	41
2023 Q4	$8.74M	Buy	191,673 +159,501	+496%	+$7.12M	0.91%	36
2023 Q3	$1.43M	Buy	32,172 +27,741	+626%	+$1.24M	0.17%	55
2023 Q2	$200K	Buy	+4,431	New	+$202K	0.02%	146

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

Blue Chip Partners's JPIE Position: Q2 2026 in Review

Blue Chip Partners increased its JPMorgan Income ETF (JPIE) stake by 0.51% in Q2 2026, buying an estimated $34.7K and bringing the position to 148,311 shares worth $6.83M. The position accounts for 0.43% of the portfolio, ranked #43.

Blue Chip Partners first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.74M in Q4 2023. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Blue Chip Partners held 148,311 shares of JPMorgan Income ETF worth $6.83M as of Q2 2026.
Blue Chip Partners bought 753 JPMorgan Income ETF shares in Q2 2026, an estimated $34.7K.
JPMorgan Income ETF made up 0.43% of Blue Chip Partners's portfolio in Q2 2026, its #43 holding.
Blue Chip Partners first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
Blue Chip Partners's JPMorgan Income ETF position peaked at $8.74M in Q4 2023.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.