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Brookwood Investment Group’s JPMorgan Income ETF JPIE Stock Holding History

Brookwood Investment Group’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 		$526K Buy
11,428
+84
+0.7% +$3.87K 0.06% 291
2026
Q1 		$523K Sell
11,344
-1,268
-10% -$58.7K 0.06% 279
2025
Q4 		$584K Buy
12,612
+483
+4% +$22.4K 0.07% 255
2025
Q3 		$563K Buy
12,129
+2,321
+24% +$107K 0.07% 241
2025
Q2 		$454K Sell
9,808
-6,091
-38% -$279K 0.07% 251
2025
Q1 		$732K Buy
+15,899
New +$730K 0.13% 163

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brookwood Investment Group's JPIE Position: Q2 2026 in Review

Brookwood Investment Group increased its JPMorgan Income ETF (JPIE) stake by 0.74% in Q2 2026, buying an estimated $3.87K and bringing the position to 11,428 shares worth $526K. The position accounts for 0.06% of the portfolio, ranked #291.

Brookwood Investment Group first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $732K in Q1 2025. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Brookwood Investment Group held 11,428 shares of JPMorgan Income ETF worth $526K as of Q2 2026.
  • Brookwood Investment Group bought 84 JPMorgan Income ETF shares in Q2 2026, an estimated $3.87K.
  • JPMorgan Income ETF made up 0.06% of Brookwood Investment Group's portfolio in Q2 2026, its #291 holding.
  • Brookwood Investment Group first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's JPMorgan Income ETF position peaked at $732K in Q1 2025.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.