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Burk Holdings’s JPMorgan Income ETF JPIE Stock Holding History

Burk Holdings’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 		$108K Hold
2,349
– – 0.04% 106
2026
Q1 		$108K Buy
+2,349
New +$109K 0.05% 106

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

Burk Holdings's JPIE Position: Q2 2026 in Review

Burk Holdings held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 2,349 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #106.

Burk Holdings first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. The position peaked at $108K in Q1 2026. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Burk Holdings held 2,349 shares of JPMorgan Income ETF worth $108K as of Q2 2026.
  • Burk Holdings left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up 0.04% of Burk Holdings's portfolio in Q2 2026, its #106 holding.
  • Burk Holdings first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Burk Holdings's JPMorgan Income ETF position peaked at $108K in Q1 2026.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.