Cambridge Investment Research Advisors
JPIE icon

Cambridge Investment Research Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Cambridge Investment Research Advisors’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 		$31.7M Buy
688,506
+225,537
+49% +$10.4M 0.07% 282
2026
Q1 		$21.3M Buy
462,969
+192,367
+71% +$8.91M 0.06% 356
2025
Q4 		$12.5M Buy
270,602
+68,666
+34% +$3.18M 0.03% 507
2025
Q3 		$9.37M Buy
201,936
+86,932
+76% +$4.02M 0.03% 591
2025
Q2 		$5.33M Buy
115,004
+48,496
+73% +$2.22M 0.02% 818
2025
Q1 		$3.06M Buy
66,508
+27,000
+68% +$1.24M 0.01% 1076
2024
Q4 		$1.8M Sell
39,508
-4,697
-11% -$215K 0.01% 1432
2024
Q3 		$2.05M Buy
44,205
+22,072
+100% +$1.01M 0.01% 1328
2024
Q2 		$1.01M Buy
22,133
+6,754
+44% +$305K ﹤0.01% 1772
2024
Q1 		$701K Sell
15,379
-1,260
-8% -$57.2K ﹤0.01% 1990
2023
Q4 		$759K Buy
+16,639
New +$742K ﹤0.01% 1843

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

Cambridge Investment Research Advisors's JPIE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its JPMorgan Income ETF (JPIE) stake by 49% in Q2 2026, buying an estimated $10.4M and bringing the position to 688,506 shares worth $31.7M. The position accounts for 0.07% of the portfolio, ranked #282.

Cambridge Investment Research Advisors first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Cambridge Investment Research Advisors held 688,506 shares of JPMorgan Income ETF worth $31.7M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 225,537 JPMorgan Income ETF shares in Q2 2026, an estimated $10.4M.
  • JPMorgan Income ETF made up 0.07% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #282 holding.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.