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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
Q1 		$108K Buy
+2,349
New +$109K 0.05% 106

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burk Holdings's JPIE Position: Q1 2026 in Review

Burk Holdings opened a new position in JPMorgan Income ETF (JPIE) in Q1 2026: 2,349 shares worth $108K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings.

445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Burk Holdings held 2,349 shares of JPMorgan Income ETF worth $108K as of Q1 2026.
  • JPMorgan Income ETF was a new Burk Holdings position in Q1 2026.
  • JPMorgan Income ETF made up 0.05% of Burk Holdings's portfolio in Q1 2026, its #106 holding.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.