BFPW
JPIE icon

BOK Financial Private Wealth’s JPMorgan Income ETF JPIE Stock Holding History

BOK Financial Private Wealth’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 		$405K Buy
8,794
+6,880
+359% +$317K 0.02% 135
2026
Q1 		$88.2K Buy
1,914
+171
+10% +$7.92K 0.01% 228
2025
Q4 		$81.1K Buy
1,743
+608
+54% +$28.2K 0.01% 244
2025
Q3 		$52.7K Buy
+1,135
New +$52.5K ﹤0.01% 249

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

BOK Financial Private Wealth's JPIE Position: Q2 2026 in Review

BOK Financial Private Wealth increased its JPMorgan Income ETF (JPIE) stake by 359% in Q2 2026, buying an estimated $317K and bringing the position to 8,794 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #135.

BOK Financial Private Wealth first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • BOK Financial Private Wealth held 8,794 shares of JPMorgan Income ETF worth $405K as of Q2 2026.
  • BOK Financial Private Wealth bought 6,880 JPMorgan Income ETF shares in Q2 2026, an estimated $317K.
  • JPMorgan Income ETF made up 0.02% of BOK Financial Private Wealth's portfolio in Q2 2026, its #135 holding.
  • BOK Financial Private Wealth first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.